Insurance Sales Specialist

1 week ago


Charlotte, North Carolina, United States The Bohman Agency Full time
About the Company

The Bohman Agency, a distinguished insurance provider, is dedicated to delivering exceptional insurance solutions and services. Our mission is to assist clients in safeguarding their most valuable assets.

Position: Full-Time Insurance Sales and Customer Service Agent

The Bohman Agency is on the lookout for a motivated individual to fill the role of Full-Time Insurance Sales and Customer Service Agent. This position entails selling our insurance offerings while ensuring top-tier customer support for our clientele.

Key Responsibilities
  • Generate new business opportunities utilizing our extensive Marketing Budget.
  • Prepare insurance quotes, conduct sales presentations, and finalize transactions.
  • Meet and exceed new business production targets.
  • Process customer requests for policy modifications.
  • Maintain adherence to underwriting, rating, and legal standards.
  • Drive new business through referrals and leads.
  • Provide exemplary customer service and assistance.
Qualifications
  • Possession of a valid Property & Casualty insurance license is required.
  • Life & Health Insurance license is preferred.
  • Exhibit a strong desire to learn, adapt, and receive coaching.
  • Maintain a positive and enthusiastic demeanor.
  • Ability to manage multiple tasks and resolve issues effectively.
  • Demonstrate a strong work ethic and leadership capabilities.
  • Possess excellent listening and closing abilities.


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