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Insurance Sales Representative

2 months ago

Fort Collins, Colorado, United States Adams Insurance Advisors Full time
Job Description

We're seeking a highly motivated and driven individual to join our Insurance Production team at Adams Insurance Advisors.

Job Summary:

An Insurance Producer at Adams Insurance Advisors is responsible for maintaining and maximizing profitable relationships with clients and for growing the book of business through new client sales.

Key Responsibilities:

  • Sales and Business Development:
    • Identify, qualify, and develop sales opportunities with new and existing clients in person, online, by phone, and through written communication.
    • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Insurance Expertise:
    • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
    • Present policies to insured and educate them on coverages and rates.
  • Client Retention and Support:
    • Support and prepare clients for renewal and retention, and maintain strong client relationships.
    • Anticipate, respond to, and follow up on all existing client needs.
  • Team Collaboration:
    • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Professional Development:
    • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Requirements:

  • Hold the insurance license required by your state.
  • Associate's Degree or equivalent from two-year college or technical school, or 4-6 years of comparable work experience.
  • Possess a valid driver's license and a source of reliable transportation.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Ability to read and write reports, business correspondence, applications, and proposals.
  • Be a problem-solver who can handle a variety of variables with in a situation.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.

Preferred Qualifications:

  • At least two years personal and commercial lines insurance sales or account management experience.
  • Bachelor's Degree or higher.
  • Industry Designations (CIC, AINS, CRS, etc.).