Insurance Sales Representative

3 weeks ago


West Palm Beach, Florida, United States The Baldini Agency Full time
Job Description

Become a key player in our team as an Insurance Sales Representative, where you will have the opportunity to work with 30 plus financial institutions to find the best policies for our clients. Our team approach helps grow our knowledge and provides the support we need to succeed.

Key Responsibilities:

  1. Meet with potential clients to understand their insurance needs and recommend suitable products and coverage levels.
  2. Present and explain insurance policy options based on your understanding of client needs and close sales to achieve sales quotas.
  3. Assist clients with policy changes, renewals, and claims processing, providing ongoing support and service to ensure client satisfaction and retention.
  4. Stay updated on industry trends, insurance products, and legislation that may affect clients, researching insurance companies' policies and negotiating with underwriters to find the most suitable insurance coverage.
  5. Build and maintain relationships with clients, prospects, and insurance company representatives, networking and attending community events to generate leads and referrals.
  6. Ensure compliance with insurance regulations and policies, maintaining accurate records of client interactions, transactions, and policies.

Required Skills and Qualifications:

  • Strong understanding of various types of insurance policies, coverage options, and underwriting processes.
  • Proven track record in sales, with the ability to close deals and meet sales quotas.
  • Excellent interpersonal and communication skills, with the ability to explain complex information in a clear and understandable manner.
  • Dedication to providing exceptional customer service and resolving client issues promptly and professionally.
  • Strong negotiation skills to secure competitive insurance premiums and terms for clients.
  • Adherence to ethical standards and guidelines as outlined by the insurance industry.

Compensation: This is a commission-based position, with typical agents making between $50,000 and $75,000 in the first year.



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