Insurance Agent
1 week ago
About the Role:
We are seeking a highly motivated and skilled Insurance Agent to join our team at The Baldini Agency. As an Insurance Agent, you will be responsible for selling insurance policies and other financial services to meet the needs of our clients.
You will work with individuals, families, and businesses to understand their specific insurance needs and recommend appropriate coverage levels and types of policies. Your goal is to build long-term relationships with clients and help them navigate the complexities of insurance products.
Key Responsibilities:
- Meet with potential clients to understand their insurance needs, assess their current insurance policies, and recommend suitable products and coverage levels.
- Present and explain insurance policy options based on your understanding of client needs. Close sales and achieve sales quotas.
- Assist clients with policy changes, renewals, and claims processing. Provide ongoing support and service to ensure client satisfaction and retention.
- Stay updated on industry trends, insurance products, and legislation that may affect clients. Research insurance companies' policies and negotiate with underwriters to find the most suitable insurance coverage for clients.
- Build and maintain relationships with clients, prospects, and insurance company representatives. Network and attend community events to generate leads and referrals.
- Ensure compliance with insurance regulations and policies. Maintain accurate records of client interactions, transactions, and policies.
Requirements:
- 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. 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.
- State-specific insurance licensing is required. This typically involves passing a state-administered exam and completing continuing education courses to maintain licensure.
Compensation:
This is a commission-based position. Typical agents make between 50-75k in the first year.
About Us:
We work with 30 plus financial institutions to find the best policies for the right client. We have a team approach that helps grow our knowledge and provides the support we need. We have an extensive training program to help you along on your new career and several lead groups that provide us the right opportunities.
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