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Insurance Sales Representative

2 months ago

Bartlesville, Oklahoma, United States Oklahoma Farm Bureau Insurance Full time
Job Summary

We are seeking a highly motivated and experienced Insurance Sales Representative to join our team at Oklahoma Farm Bureau Insurance. As an Insurance Sales Representative, you will be responsible for selling, marketing, and servicing Oklahoma Farm Bureau Insurance products to new and existing customers.

Key Responsibilities
  • Sell and market various types of insurance policies, including home, auto, farm & ranch, life, commercial, and investments.
  • Identify customer needs, establish relationships, and customize insurance programs to suit those needs.
  • Proactively generate new business by assessing risk and recommending appropriate coverage.
  • Develop a customer base by networking and generating lists of prospective customers.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Complete follow-up on an existing book of business and new customer issues.
  • Act as an extension of Oklahoma Farm Bureau by attending networking and community events.
Requirements
  • Bachelor's (B.A./B.S.) or equivalent degree.
  • 1 to 2 years related insurance industry experience and/or training.
  • State of Oklahoma Property and Casualty Producers License Required.
Preferred Qualifications
  • Experience with commercial and agricultural insurance sales.
Competencies
  • Problem Solving - Identifies and resolves problems in a timely manner.
  • Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Customer Service - Knowledge of principles and processes for providing good customer service. This includes customer needs assessment, meeting quality standards of service, and evaluation of customer satisfaction.
  • Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products/services. This includes marketing strategy and tactics, sales techniques, and sales control systems.
  • Visionary Leadership - Displays passion and optimism; Inspires respect and trust; Provides vision and inspiration to peers and subordinates.
  • Change Management - Communicates changes effectively; Prepares and supports those affected by change.
  • Delegation - Delegates work assignments; Matches the responsibility to the person; Provides recognition for results.
  • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Accepts feedback from others.
  • Communication/Speaking - Communicates well with others to convey information effectively.
  • Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
  • Business Acumen - Understands business implications of decisions; Aligns work with strategic goals.
  • Diversity - Shows respect and sensitivity for cultural differences; promotes a harassment-free environment.
  • Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethics; Upholds organizational values.
  • Organizational Support - Follows policies and procedures; Supports organization's goals and values.
  • Strategic Thinking - Understands organization's strengths & weaknesses; Adapts strategy to changing conditions.
  • Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in the decision-making process; Makes timely decisions.
  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Organizes or schedules other people and their tasks.
  • Professionalism - Tactfully approaches others; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Dependability - Takes responsibility for own actions; Keeps commitments; Commits to long work hours when necessary to reach goals.