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Insurance Sales Consultant

2 months ago

Temple, Texas, United States Scott Reid Agency Full time
Job Overview

The Scott Reid Agency is experiencing growth and is seeking dedicated insurance sales professionals to enhance our sales team. Our agency prioritizes client satisfaction and is committed to fostering a supportive environment for career development in the insurance sector.


Compensation and Benefits

Competitive Base Salary with Commission and Bonus Potential

Generous Paid Time Off (PTO)

Standard Monday to Friday Work Schedule

Evenings Off

Opportunities for Professional Advancement


Key Responsibilities
  • Achieve new business production targets as set by management.
  • Generate new business through various channels including phone outreach and networking.
  • Process requests for policy changes from clients.
  • Ensure all necessary documentation is collected from clients.
  • Complete requests for Evidence of Insurance.
  • Verify and update client contact information during interactions.
  • Respond promptly to all phone messages.
  • Adhere to all underwriting, rating, and compliance standards.
  • Stay informed about new insurance products.
  • Engage in prospecting and lead generation activities.
  • Provide accurate insurance quotes to potential clients.
  • Deliver exceptional customer service.
  • Build and maintain strong relationships with clients.
  • Conduct follow-up calls to ensure client satisfaction.
  • Utilize technology for outreach and communication with potential clients.
  • Engage in cold calling and direct email campaigns.
  • Meet phone time or sales quotas as established by management.
  • Schedule meetings for sales personnel with prospective clients.
  • Promote products and services to businesses and individuals.
  • Maintain strong client relationships to enhance retention and loyalty.
  • Increase sales revenue through effective communication and outreach.
  • Provide ongoing support to insurance clients as needed.
  • Identify and pursue new business opportunities through various lead sources.
  • Present and clarify insurance policy options based on client needs.
  • Respond to inquiries and requests for cancellations in a timely manner.
  • Assess client needs and educate them on suitable insurance options.
  • Deliver policies to new clients while explaining the associated benefits and risks.

Qualifications
  • A genuine willingness to learn and adapt.
  • Self-motivated with a strong sense of urgency.
  • Ability to manage multiple tasks effectively.
  • Excellent communication and interpersonal skills.
  • Confident and independent worker.
  • Property & Casualty license is preferred, but training is available for the right candidate.
  • Highly self-driven and motivated.
  • Strong problem-solving skills.
  • Collaborative team player with a positive attitude.
  • Goal-oriented with a strong drive for success.
  • Ability to handle customer rejection gracefully.
  • No prior insurance experience is necessary, but a willingness to learn is essential.