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Insurance Sales Agent Trainee, Retail (1645) in Bonita Springs, FL at National General Insurance

Date Posted: 12/4/2018

Job Snapshot

Job Description

Primary Purpose:

Provide the opportunity for motivated individuals to obtain industry experience working in a sales and customer support role while preparing and training to become a Licensed Insurance Sales Agent.  Paid classroom and hands-on training is provided to assist trainees in the active pursuit of State Property/Casualty and Life and Health Licenses.  Individual will assist customers, complete marketing activities and help with all office functions under direct guidance of an Agent or Lead Sales Agent.

 

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Prepare to become a licensed agent through attending appropriate courses, self-study, participation in training activities and job shadowing of agents to learn skills and accumulate experience
  • Provide general clerical and administrative support to staff including handling inbound and outbound phone calls, reports, filing, researching and gathering information, and maintaining overall appearance of sales office
  • Assist customers with general questions, receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
  • Complete marketing and sales related activities which further the National General brand in the local market (outbound marketing calls, car dealerships visits, local events, distribution of flyers, etc.)
  • Contact customers regarding account status and renewals
  • Prepare and send information to customers and lien holders
  • Read and remain current on company guidelines, announcements, memos and bulletins related to company policy and procedure

 

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)
  • Prior customer service or sales experience
  • Previous successful experience working in a position with sales quotas/targets preferred
  • Demonstrated ability to provide excellent customer service and develop and maintain customer relationships
  • Friendly, outgoing, and positive personality
  • Highly motivated to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
  • Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
  • Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community
  • Strong computer skills and aptitude to quickly learn new systems 
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • High level of initiative, drive and desire/openness to learn new skills and information
  • Must have current valid US state driver’s license and consistent access to a personal vehicle which can be utilized to complete business marketing activities in the local community

 

Desired Skills:

  • Insurance industry experience

Job Requirements

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About National General Holdings:

National General Holdings Corp. is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team!

Companies and Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including:

• Paid Training
• Medical, Dental, Vision benefits
• Wellness Programs
• Life and Short/Long Term Disability Insurance
• 401k w/ Company Match
• Company Paid Holidays & Generous Time-off policy
• Employee Discount Program
• Career Advancement and Development Opportunities
• On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
• On-site Fitness Center (Cleveland and Dallas offices)
• Subsidized parking (Cleveland office)

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

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