Sales Specialist, Insurance & CRM
Overview
You'll own new business production and client relationships at a female-owned agency in Uptown Minneapolis, with free parking and a hybrid schedule. You'll sell Auto, Home, Life, and Commercial lines, building referral partnerships with Real Estate Agents, Mortgage Lenders, and Auto Dealers. The team provides full training for licensing and uses AgencyZoom CRM to track pipeline. High performers earn uncapped commission on top of a solid base salary, in a role that balances autonomy with team support and celebrates work-life balance.
What You'll Do7
- 1Meet or exceed new business production goals and agency objectives in the first 90 days.
- 2Prepare and present insurance quotes, deliver strong sales presentations, and close sales opportunities.
- 3Build and maintain professional relationships with referral partners, including Real Estate Agents, Mortgage Lenders, Title Companies, and Auto Dealers.
- 4Educate clients on insurance options including Auto, Home, Life, and Commercial lines.
- 5Accurately complete applications and documentation while following underwriting, rating, and compliance requirements.
- 6Use AgencyZoom CRM to track leads, follow-ups, and sales pipeline activity.
- 7Provide excellent customer service and follow-up to build long-term client relationships.
Requirements11
- 1Willingness to obtain a Minnesota Property Casualty Insurance License (agency provides process).
- 2Willingness to obtain a Life Health license.
- 3Proven track record in sales, customer service, or business development.
- 4Strong communication, presentation, and negotiation skills, with comfort on the phone.
- 5Self-motivated with the ability to work independently and as part of a team.
- 6High level of professionalism, integrity, and customer-focused attitude.
- 7Comfortable working with CRM systems.
- 8Ability to organize, prioritize, and follow through on tasks.
- 9Proficiency with computers, email, and Microsoft Office/Google Suite.
- 10Bilingual skills a plus (not required).
- 11Ability to pass a background check.
Salary Insight
$40 - $90k per year
Location
Required Skills
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