Insurance Sales Representative

2 days ago

Lincoln, Nebraska, United States First State Full time
Job Title: Insurance Sales Agent

At First State, we are seeking a highly motivated and results-driven Insurance Sales Agent to join our team. As an Insurance Sales Agent, you will play a critical role in growing our agency's portfolio by identifying and closing qualified leads, meeting or exceeding individual sales goals, and providing exceptional customer service.

Key Responsibilities:

  • Build a profitable book of business by identifying and closing qualified leads.
  • Meet or exceed individual sales goals established annually.
  • Engage 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 cross-sell and refer business within the First State company.
  • Promote the business relationship between First State Insurance and our carrier partners.
  • 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.
  • 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).
  • Valid motor vehicle driver's license or provisional operator's permit.

Preferred Qualifications:

  • Working knowledge of personal computer (Microsoft Office products).
  • Attentive to detail and very accurate.
  • Ability to use general office machines.
  • Self-motivated.
  • Ability to interact effectively with customers, management, and other employees.
  • Critical and analytical thinking skills, problem-solving abilities.
  • Strong customer orientation.
  • Strong communication skills, both orally and written.
  • Must be flexible, able to work under pressure to meet deadlines and prioritize workflow.
  • Organizational skills, courtesy, and diplomacy.
  • Sound judgment.
  • Ability to hear well enough to communicate with customers, co-workers, and outside bank personnel.
  • Ability to read and write.

Work 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.

Supervisory Responsibility:

None

Minimum Job Requirements:

  • EDUCATION/EXPERIENCE REQUIREMENTS: Bachelor's Degree in business administration or related field and/or relevant insurance industry experience required.
  • LICENSE, CERTIFICATIONS, ETC.: Current Nebraska Property and Casualty (P&C) insurance license required (or ability to obtain within a specified period of time.). Valid motor vehicle driver's license or provisional operator's permit.

Knowledge, Skills, and Abilities (KSA's):

  • Working knowledge of personal computer (Microsoft Office products).
  • Attentive to detail and very accurate.
  • Ability to use general office machines.
  • Self-motivated.
  • Ability to interact effectively with customers, management, and other employees.
  • Critical and analytical thinking skills, problem-solving abilities.
  • Strong customer orientation.
  • Strong communication skills, both orally and written.
  • Must be flexible, able to work under pressure to meet deadlines and prioritize workflow.
  • Organizational skills, courtesy, and diplomacy.
  • Sound judgment.
  • Ability to hear well enough to communicate with customers, co-workers, and outside bank personnel.
  • Ability to read and write.

Physical Demands:

  • Normal daily physical activities include walking, standing, sitting, stooping, bending, pushing, pulling.
  • Daily lifting up to 10-30 pounds (i.e. storage files, office supplies and equipment, etc.).

Language:

English

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