![Insurance Partner at Barrett Financial](https://media.trabajo.org/img/noimg.jpg)
Licensed Insurance Sales Agent
1 month ago
$65,000+ with base pay/commission
Responsibilities:- Develop and deliver risk management strategies for each customer based on their risk profile
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Proficiency with accounting or sales-related software is helpful
- Some computer skills with ability to use Microsoft Office is required
- Bachelor’s degree preferred; high school diploma required
Mutual Point Insurance, LLC is an independent insurance agency working with Atlas Insurance and their 140 + locations, representing 25+ auto, home, business, life, & health insurance companies.
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