Insurance Sales Professional

2 weeks ago


Williamsburg, Virginia, United States CityScape Metro Group Full time
Insurance Sales Agent Job Description

We are seeking a motivated and entrepreneurial insurance agent to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients.

Key Responsibilities:
  • Create tailored risk management strategies directly with clients that align with their risk profiles.
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish.
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders.
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
Requirements:
  • High school diploma required; bachelor's degree preferred.
  • Candidates should have basic computer skills and be able to use Microsoft Office programs.
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary.
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations.
  • Job seekers must have an insurance license.


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