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Insurance Sales Representative

4 weeks ago


Monticello, Iowa, United States The Avers Agency Full time

Insurance Sales Agent Role

We are seeking a skilled Insurance Sales Agent to join our team at The Avers Agency. As an Insurance Sales Agent, you will be responsible for facilitating insurance sales among new and prospective clients.

Key Responsibilities:

  • Update reports, records, and bookkeeping systems to accurately report progress toward monthly insurance sales goals.
  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders.
  • Serve as an attentive listener when communicating with new and potential clients to accurately identify their unique needs prior to pursuing specific insurance sales.
  • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and customer satisfaction.
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs.

Qualifications:

  • Fundamental computer skills, including experience with Microsoft Office.
  • Excellent analytical, interpersonal, and communications skills, with customer service skills being a plus.
  • A basic understanding of sales lead or accounting software is helpful.
  • Candidates must have or be willing to obtain an insurance license.
  • A Bachelor's degree is preferred, but a high school diploma is mandatory.