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Risk Management Specialist
2 months ago
About the Role
We are seeking a skilled and detail-oriented Insurance Sales Agent to join our team at Farmers Insurance. As a Licensed 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
- Create tailored risk management strategies directly with clients that align with their risk profiles.
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish.
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders.
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs.
Requirements
- Candidates must have an insurance license.
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required.
- Proficiency with accounting or sales-related software is helpful.
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations.
- High school diploma required; bachelor's degree preferred.