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Insurance Sales Representative
1 month ago
We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You'll hone your sales skills by forging strong relationships that serve as the foundation for our firm's prestige, and we'll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you're up for the challenge, apply now
Responsibilities
•Build and maintain client relationships through excellent customer service
•Analyze client needs to offer appropriate insurance solutions
•Assist with client policy inquiries and updates
•Generate and follow up on leads to meet sales goals
•Stay current with industry trends and products
•Collaborate with team members to achieve agency targets
•Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
•Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
•Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
•Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
•Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Qualifications
•Must have an active insurance license (P&C or Life)
•At least 2 years of insurance sales experience
•High school diploma required (Bachelor's degree is a plus)
•Sales experience required
•Strong communication and organizational skills
•Self-motivated and goal-oriented
•Some computer skills with ability to use Microsoft Office is required
•Experience with accounting and or sales lead software is a plus
•High school diploma mandatory; four-year undergraduate degree strongly preferred
•Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
•Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
