Insurance Solutions Specialist
4 days ago
Are you an enthusiastic self-motivated individual with a dedication to assisting others? Join our team at Smith Davis Insurance as an Insurance Producer.
In this role, you will enjoy the autonomy to take initiative, establish your own objectives, and drive your success in the vibrant insurance sector.
Your entrepreneurial mindset will be essential in identifying new prospects and fostering client relationships, enabling both personal and professional advancement.
Be part of a mission to enhance people's lives by delivering the protection and reassurance they need. If you are prepared to embrace opportunities, surpass expectations, and flourish in a nurturing environment, we invite you to consider this position.
Compensation and Benefits
Annual Base Salary + Commission
Flexible Work Hours
Health Coverage
Dental Coverage
Life Insurance
Hands-on Training
Monday to Friday Schedule
Evenings Off
Career Advancement Opportunities
Paid Time Off (PTO)
Disability Coverage
Retirement Savings Plan
Vision Coverage
Key Responsibilities
As an Insurance Producer, your primary duties will include:
- Lead Generation: Identify and develop potential clients through various channels such as referrals, networking, cold calling, and digital marketing.
- Client Needs Assessment: Conduct comprehensive evaluations of clients' insurance requirements and financial situations to recommend suitable policies and coverage levels.
- Expert Guidance: Provide informed advice to clients regarding insurance options, coverage limits, policy terms, and premium costs.
- Customized Insurance Solutions: Design insurance solutions tailored to meet the specific needs and preferences of individual clients, ensuring adequate protection.
- Quoting and Proposals: Prepare precise insurance quotes and proposals for clients, clearly detailing coverage information, terms, conditions, and premiums.
- Contract Negotiation: Negotiate terms and conditions of insurance contracts with carriers on behalf of clients to secure optimal coverage and rates.
- Sales Closure: Successfully close sales by addressing client concerns, overcoming objections, and effectively presenting the value of recommended insurance products.
- Client Relationship Management: Establish and maintain strong, enduring relationships with clients by delivering exceptional service, addressing inquiries, and conducting regular policy reviews.
- Industry Awareness: Stay informed about industry trends, regulatory changes, and advancements in insurance products to better serve clients and maintain a competitive edge.
- Compliance: Ensure adherence to all relevant laws, regulations, and industry standards governing insurance sales and transactions.
- Sales Targets: Meet or exceed sales targets, revenue goals, and performance metrics through effective sales strategies and proactive prospecting.
- Documentation: Maintain accurate records of client interactions, insurance policies, sales activities, and other relevant information using CRM software or other systems.
By effectively fulfilling these responsibilities, Insurance Producers play a vital role in assisting individuals and businesses in safeguarding their assets and mitigating risks through appropriate insurance coverage.
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