At The Grumley Agency, we want people to feel comfortable calling us, even when they’re not sure what to ask. Sometimes they’re buying a home or adding a new driver. Sometimes they’re trying to make the family budget work. We take the time to hear what’s on their mind before we talk about coverage.
In this role, you’ll learn insurance sales from the ground up. You’ll introduce our agency to people in the community, respond to quote requests, and ask questions to understand what each person needs. Working alongside experienced teammates, you’ll learn how to prepare a quote, explain the options in plain language, and ask for the sale.
You’ll also keep track of what you discussed, what questions are still open, and when you promised to call back. Earning someone’s business starts with listening and doing what you said you would.
You can expect that same consideration here. You’ll work directly with me, the agency owner, and with teammates who make time to help you prepare for a call or talk through a tricky question. We want everyone in our Wauwatosa office to feel welcome. We appreciate different points of view and notice the effort it takes to learn something new.
Learn the personal insurance products we offer, including auto and home coverage, so you can explain options in everyday language and help clients understand how those options fit their needs and budget.
Reach out to individuals and families in our community and respond to quote requests. Ask what prompted them to look at their insurance, listen to their concerns, and gather the details needed for a quote.
Organize your day around outreach, appointments, and follow-up calls. Give each conversation your attention and call people back when you say you will.
Work with the agency owner and experienced teammates to prepare quotes, talk through coverage questions, and learn how to ask for a client’s business in a way that feels natural to you.
Keep clear notes on each person’s priorities, questions, and agreed next steps so they can pick up the conversation without having to tell their story again.
A high school diploma or equivalent.
Strong comfort level engaging in conversation with new people.
Basic proficiency with computers and web-based applications.
Reliable transportation for travel within the Wauwatosa area.
Demonstrated curiosity and a desire to learn how businesses operate.
Previous experience in a customer-facing role like retail or hospitality is helpful but not required.
Entry Level Sales/Business Development
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