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Insurance Business Development Specialist
2 months ago
As a key member of the Collin Edmonds Agency- Farmers Insurance team, you will have the opportunity to work with a established agency referral network and generate new business through strategic partnerships. This role is ideal for a results-driven professional who excels in building relationships and providing top-notch insurance solutions.
Key Responsibilities
1. Client Engagement: Utilize warm leads provided by the agency to establish connections with potential clients and conduct thorough consultations to understand their insurance needs.
2. Business Development: Develop and maintain strong relationships with our agency referral partners to generate new business opportunities and expand your client base.
3. Product Solutions: Analyze clients' current insurance coverage and recommend the most suitable policies across various insurance products, including life, auto, and property insurance.
4. Application and Policy Management: Guide clients through the application process, ensuring all documentation is complete and accurate, and manage policy renewals and handle any client inquiries or adjustments.
5. Relationship Building: Foster long-term relationships with clients through consistent follow-ups and exceptional service, providing ongoing support and advice to meet clients evolving needs.
6. Market Knowledge: Stay up-to-date with industry trends, product developments, and regulatory changes to provide informed and relevant advice to clients.
Requirements
1. Experience: Proven experience as an insurance broker or in a related sales role, with a strong track record of working with warm leads and generating business through referrals.
2. Licensing: Must hold a valid Texas insurance license or be willing to obtain one within a specified timeframe.
3. Skills: Excellent communication, negotiation, and interpersonal skills, with the ability to effectively explain complex insurance products and provide personalized solutions.
4. Attributes: Self-motivated, results-oriented, and able to thrive in a team-oriented environment, with strong relationship-building skills and a customer-focused approach.
