Sales and Service Representative
1 week ago
We are seeking a skilled and motivated Insurance Sales Representative to join our team at Carol Stolze Country Financial. As an Insurance Sales Representative, you will play a critical role in generating new business and providing exceptional customer service to our clients. Your primary responsibilities will include presenting and selling insurance policies, developing leads and scheduling appointments, and resolving client inquiries. Additionally, you will work closely with our team to develop and implement effective sales strategies and meet or exceed sales targets.
Responsibilities:
* Present and sell insurance policies to new and existing clients
* Develop leads and schedule appointments with clients
* Resolve client inquiries
* Expand business reach through networking techniques
* Comply with insurance standards and regulations
* Work with clients to deliver risk management strategies that fit their risk profiles
* Answer questions related to coverage and annual charges
* Help customers complete all paperwork properly
* Obtain underwriting approval by completing the application for coverage
* Complete administrative tasks including maintaining records and handling policy renewals
* Report the progress of monthly/quarterly initiatives to stakeholders
* Maintain bookkeeping systems, database, and records
* Describe the advantages and disadvantages of different policies to promote the sale of insurance plans
* Create and implement marketing strategies to compete with other individuals or insurance companies
* Respond to clients' insurance-related questions and issues
* Achieve customer acquisition and revenue growth objectives
* Constantly update job knowledge and learn about new products and services
* Fulfill all policy requirements
Requirements:
* 1-3 years of experience in sales, customer service, or a related field
* Proven track record of meeting or exceeding sales targets
* Valid Illinois state insurance license preferred but not required. (Will train must have a license in the first six months.)
* Ability to build rapport with clients
* Strong negotiation skills
* In-depth knowledge of the different types of insurance plans including vehicle, home, and business.
* Familiarity with all types of insurance plans (automobile, fire, life, property, medical, etc)
* Basic computer knowledge and statistical analysis
* Proven ability to work with team to achieve goals
* Demonstrated ability to communicate, present, influence, and sell effectively
* Experience in delivering client-focused solutions and in creating long-lasting relationships
* Outstanding interpersonal and negotiation skills
* Ability to prioritize and multitask
* Excellent written and verbal communication skills.
The salary range for this position is approximately $60,000 - $80,000 per year, depending on experience.
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