Insurance Agent
3 weeks ago
$75,000
Responsibilities:- Develop and deliver risk management strategies for each customer based on their risk profile
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ 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
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Candidates must have an insurance license
- Some computer skills with ability to use Microsoft Office is required
- Proficiency with accounting or sales-related software is helpful
- High school diploma mandatory; four-year undergraduate degree strongly preferred
SYE Insurance offers comprehensive insurance solutions including Property, Casualty, Automotive, Life, and Health policies. With a tailored approach, we cater to clients nationwide, partnering seamlessly with loan originators and real estate agents to meet their clients' needs. Whether it's safeguarding property, ensuring peace of mind on the road, or securing financial futures, SYE is the trusted choice for personalized insurance across all 50 states.
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