Insurance Agent

2 months ago


Naperville, United States COUNTRY FINANCIAL Full time

Job Title: Sub-Producer to Insurance Agency

Overview: Join our dynamic team as a Sales Associate to a reputable
Insurance Agency. You'll be the right hand of a successful agency in the insurance industry, providing crucial support and enabling seamless operations. This role requires impeccable organization, a proactive mindset, and a commitment to excellence in sales and customer service. We are looking for a result-driven Sales Associate to be responsible for all sales job duties, from generating leads to closing sales.

**MUST HAVES**:

- Experience making warm sales calls and being comfortable calling on warm leads and scheduling appointments.
- Strong social media presence and familiar with marketing on social media and networking in general
- Willing to work in an office environment on a full-time basis.
- Team player mindset
- Excellent communication skills
- Empathy and patience
- Effective time management skills

**Responsibilities**:
1. Skills: Proven work experience as a sales representative with basic understanding of sales principles and customer service. Ability to maintain a positive attitude and focus on customer satisfaction in a fast
- paced environment.

2. Administrative Support: Manage calendars, coordinate appointments, and handle correspondence to ensure efficient day-to-day operations.

3. Client Liaison: Selling products and services while taking care of customers. Act as a point of contact for clients, assisting them through the buying process, offering exceptional service, addressing inquiries, and facilitating communication between clients and the broker.

4. Documentation and Record Keeping: Prepare and maintain accurate client files, policies, and documentation, ensuring compliance with industry standards and regulations.

5. Marketing and Sales opportunities: Collaborate with the agency owner to execute marketing strategies, including outreach, campaigns, and client relationship management. Planning and attending marketing/networking activities, actively seeking new business relationships and events.

6. Policy Management: Assist in the creation, modification, and renewal of insurance policies, ensuring accuracy and completeness of information.

7. Meeting Preparation: Prepare materials, presentations, and reports for client meetings, ensuring the broker is equipped with all necessary information.

Qualifications:

- Experience: Previous experience in an sales role, preferably within the insurance or financial industry.
- Organizational Skills: Exceptional organizational abilities and attention to detail are crucial in managing multiple tasks and priorities effectively.
- Communication: Excellent verbal and written communication skills are essential for client interactions and correspondence.
- Tech Proficiency: Proficiency in MS Office Suite and familiarity with industry-specific software or CRM systems.
- Adaptability: Ability to thrive in a fast-paced environment and adapt quickly to changing priorities and situations.
- Confidentiality: Uphold the highest standards of confidentiality and integrity when handling sensitive information.

**Benefits**:

- Competitive salary and opportunities for career growth within the insurance industry.
- Collaborative and supportive work environment fostering professional development.
- Exposure to diverse facets of the insurance industry and opportunities for skill enhancement.

If you're passionate about providing top-notch service and, fostering client relationships, and contributing to the success of a reputable insurance agency, we invite you to join our team and make an impact in the industry.

**Job Types**: Full-time, Part-time, Permanent

Pay: $18.00 - $30.00 per hour

Expected hours: 30 - 40 per week

**Benefits**:

- Flexible schedule
- Paid time off
- Work from home

Supplemental pay types:

- Bonus opportunities
- Commission pay

Weekly day range:

- Monday to Friday

Work setting:

- Hybrid work
- In the field
- Office

Work Location: Hybrid remote in Naperville, IL 60564



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