Insurance Broker

2 weeks ago


Waukegan, United States David Franck Insurance Agency Inc. Full time
Job DescriptionJob Description

As an insurance broker, you will be responsible for selling insurance policies and providing exceptional customer service to clients. This role involves identifying client needs, recommending appropriate insurance products, and ensuring client satisfaction. You will play a key role in driving sales growth, maintaining client relationships, and contributing to the overall success of the agency.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Health Insurance

Hands on Training

Evenings Off

Tuition Reimbursement

Dental Insurance

Vision Insurance

Mon-Fri Schedule


Responsibilities

Key Responsibilities:

Sales and Business Development:

Sell a variety of insurance products, including auto, home, life, and business insurance.

Identify prospective clients through various methods, including networking, referrals, and cold calling.

Conduct thorough needs assessments to understand clients' insurance requirements and recommend suitable products.


Client Relationship Management:

Build and maintain strong relationships with clients, providing ongoing support and service.

Respond to client inquiries promptly and professionally, ensuring high levels of customer satisfaction.

Conduct regular policy reviews with clients to ensure their coverage meets their evolving needs.


Policy Management:

Assist clients with policy applications, renewals, changes, and claims processing.

Ensure all documentation is accurate, complete, and submitted in a timely manner.

Stay informed about new products, policy changes, and underwriting requirements.


Compliance and Risk Management:

Adhere to all Farmers Insurance policies and state insurance regulations.

Ensure ethical sales practices and maintain the highest level of professional integrity.

Stay updated on industry trends and regulatory changes to provide accurate advice to clients.


Marketing and Community Engagement:

Develop and execute marketing strategies to generate leads and attract new clients.

Participate in community events and networking activities to promote Farmers Insurance.

Utilize digital marketing tools and social media to enhance visibility and engagement.


Training and Development:

Participate in ongoing training programs to enhance product knowledge and sales skills.

Stay current with industry developments and continuously improve professional skills.

Assist in training and mentoring new agents as needed.


Requirements

Qualifications:

  • Education: High school diploma or equivalent required; a bachelors degree in Business, Finance, Marketing, or a related field is a plus.
  • Experience: Previous experience in insurance sales, financial services, or a related field is preferred.
  • Licensing: Must hold or be willing to obtain relevant state insurance licenses (Property & Casualty, Life & Health).
  • Skills: Strong communication and interpersonal skills. Excellent sales and negotiation abilities. Good organizational and time management skills.
  • Attributes: Self-motivated, goal-oriented, and driven to succeed. Ability to build and maintain relationships with clients. Committed to providing high-quality customer service.

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