Insurance Agent

1 week ago

Killeen, Texas, United States Goosehead Insurance Full time
Job Overview

We are seeking an experienced insurance agent to join our team at Goosehead Insurance. As an insurance agent, you will be responsible for maintaining and growing customer portfolios, developing strategies for promoting new insurance contracts, and collecting key client information for risk profiles.

Key Responsibilities
  • Listen attentively to new and potential clients, evaluate their needs and financial statuses, and propose ideal plan options for their unique circumstances and insurance needs.
  • Create tailored risk management strategies directly with clients that align with their risk profiles.
  • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders.
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction.
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish.
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs.
  • Goal and action-oriented, with the ability and desire to work towards activity and sales targets.
  • High level of comfort with outreach directly to prospective clients.
  • Strong verbal and written communication skills, with the ability to engage one-on-one as well as an audience.
  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders.
  • Persistence, drive, and ability to work proactively.
  • Team player and team-spirited.
Requirements
  • Job seekers must have an insurance license.
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations.
  • Proficiency with accounting or sales-related software is helpful.
  • Basic computer skills with proficiency with Microsoft Office suite is necessary.
  • Bachelor's degree preferred; high school diploma required.
  • Proven understanding of the insurance industry including insurance products, risk management, and any state and federal regulations.
  • Some computer skills with the ability to use Microsoft Office are required.
  • Some experience with accounting or sales lead software is beneficial.
  • Current P&C license in the resident (Texas) state.
  • Professional phone etiquette.
  • Ability to work with multiple potential customers and be prompt on all associated follow-ups.
  • Strong work ethic and leadership skills.
  • Strong communication skills, both oral and written.
  • Strong team player and ability to work independently as needed to achieve individual and team-based goals.
About Goosehead Insurance

We are a highly collaborative team that is hardworking and committed to your career. We partner with the top-producing Real Estate team in Central Texas to provide our insurance agents with warm opportunities to help build their book of business with NO COLD CALLING. We are looking for leaders and team players.

Our Mission: To exceed expectations and WOW our clients while providing them with high value, throughout their buying or selling process, while maintaining a high level of commitment to our community and bottom-line profitability.

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