Midwest Heritage
  • 22-Sep-2022 to 30-Oct-2022 (CST)
  • Insurance
  • Grimes, IA, USA
  • Full Time

Medical, Dental, Vision, 401K, 4% Savings Account, Parental Leave and more!


When you become an employee of Midwest Heritage, you enjoy the friendliness and direct customer care of a community bank while also enjoying the many benefits of a larger organization, Hy-Vee. Hy-Vee is one of the largest employee-owned companies in the United States. With the family of Hy-Vee companies, your career opportunities are endless.

The core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. We invite you to join our team of friendly, fun, and hard-working employees.

The Personal Lines Inside Sales Representative is responsible for inbound and outbound sales calls to potential customers for new business opportunities and existing customers to grow Midwest Heritage's personal lines book of business revenue. The position is responsible for writing new personal lines insurance business while maintaining effective customer relations, implementing sales referral programs, building relationships, educating customers on our products, and offering insurance plans tailored to each customer's needs.

Essential Functions:

Business Development:

  • Make proactive outbound calls and receive inbound calls in an effort to quote and bind personal lines insurance products. Assess customer needs, prepare and present accurate proposals, and recommend coverage and pricing solutions to prospects and existing customers.
  • Provide an exceptional sales experience to prospects including managing the entire sales cycle with the customer from start to finish in order to meet sales targets, performance goals, client retention, profitable loss-ratio, product-mix, and cross-sell targets.
  • Promote Midwest Heritage financial products and services to prospects and existing customers, including proactively asking for banking, elective benefits, and investment leads to share inside Midwest Heritage.

Customer Service:

  • Provides excellent customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to Personal Lines CSR(s) and others within the agency for timely handling.
  • Timely and efficient follow-up with carriers, clients, and prospects.
  • Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims and service departments.

Administration:

  • Utilize a comparative rater and carrier websites for quoting.
  • Develop and maintain positive relationships with insurance carriers.
  • Effectively manage workload including follow up activity in agency management system and completing proficient documentation on all client contacts.
  • Maintain current agent license, certifications, and CE requirements for each renewal period.
  • Monitor customer preferences and trends and report appropriate data to agency management.
  • Maintain knowledge of product and service offerings for all lines of business including staying current on industry trends, and recommend new carrier markets for Agency Management to pursue.
Midwest Heritage
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