Insurance Sales Agent

5 days ago


David City, Nebraska, United States First State Full time
Job Description

As an Insurance Sales Agent - Portfolio Growth Specialist at First State, you will play a key role in growing the agency's portfolio by identifying and closing qualified leads. Your primary objective will be to meet or exceed individual sales goals established annually, while actively engaging in networking and establishing centers of influence.

Key Responsibilities:

  • Actively work to build a profitable book of business by identifying and closing qualified leads.
  • Meet or exceed the individual sales goals established annually.
  • Actively engage in networking and establishing centers of influence.
  • Participate in ongoing training, education, and sales meetings to improve sales skills and enhance industry and product knowledge.
  • Coordinate client service with the account management team for new business, renewals, reviews, and claims.
  • Generate opportunities to account round, cross-sell and refer business within the First State company.
  • Promote the business relationship between First State Insurance and the carriers with which we work.
  • Provide clients with strong technical advice and risk management services that meet their insurance needs while ensuring compliance with all company policies and regulations.
  • Maintain accurate customer records by entering appropriate data into the customer management system; completing necessary paperwork/applications; reviewing new and renewal policies.
  • Mentor new agency employees on agency procedure as necessary.

Requirements:

  • Bachelor's Degree in business administration or related field and/or relevant insurance industry experience required.
  • Current Nebraska Property and Casualty (P&C) insurance license required (or ability to obtain within a specified period of time.).

Working Environment:

Typically, indoors, environmentally controlled. This position may require travel by car to visit other company locations and to make on-site customer visits. May require work on evenings and weekends to meet with customers.


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