Insurance Sales Representative
4 weeks ago
At Insurance Partner at Barrett Financial, we are seeking a skilled Insurance Sales Agent to join our team. As an Insurance Sales Agent, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.
Key Responsibilities:
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to stakeholders.
- 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.
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles.
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients.
Requirements:
- Candidates must have an insurance license.
- Excellent communication, customer service, analytical, and interpersonal skills are necessary.
- High school diploma mandatory; four-year undergraduate degree strongly preferred.
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations.
- Candidates should have basic computer skills and be able to use Microsoft Office programs.
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