Insurance Sales Professional
3 weeks ago
Job Title: Insurance Sales Professional
Salary: $1,250.00 annual premium ( minimum weekly sales target )
Company Overview: Security Plan Life focuses on the needs of middle and lower income markets in Louisiana, Mississippi, and Arkansas.
Job Description:
- IDentify, contact, and qualify prospective clients and explain features and benefits of policies offered.
- Recommend amount and type of coverage based on needs analysis.
- Calculate and quote premium rates for recommended policies.
- Maintain weekly APP log.
- Submit weekly sales and collections report.
- Collect premiums from policyholders. Two bank deposits per week are required.
- Agent must keep records of bank deposits.
- Must deliver new policies and return signed policyholder receipt to the office.
- Provide policyholders with forms needed to file an insurance claim in the event of a loss.
- Must deliver benefit checks to the policyholder and return signed policyholder receipt to the office.
- Service policyholders by explaining policy(s), suggesting additions or changes in insurance coverage and provide forms to be completed for policy changes.
- Visit established clients and perform a preferred policyholder review of their coverage every 6 months.
- Seek out new clients by networking to find new customers and generate lists of prospective clients.
- Dress professionally when representing the Company.
- Build and promote strong customer centric relationships by effective communication and understanding customer needs.
Required Skills and Qualifications:
- Strong organizational skills and problem-solving attitude.
- Excellent communications skills.
Work Environment: Indoors and outdoors. As an independent agent, you are free to exercise your discretion and judgment as to time, place, and means of performing all acts required to be performed.
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