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Insurance Personal Insurance Agent

3 months ago

Pasadena, United States Huff Insurance Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Profit sharing
  • Training & development
  • Vision insurance

Responsibilities

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication

Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support

Anticipate, respond to, and follow up on all existing client needs

Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs

Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation

Present policies to insured and educate them on coverages and rates

Support and prepare clients for renewal and retention, and maintain strong client relationships

Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed

Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance