Insurance Sales Representative
6 days ago
We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our sales team, you will be responsible for delivering exceptional customer service and sales support to our clients.
Key Responsibilities:
- Client Support: Assist experienced agents in delivering top-notch service, address client inquiries and concerns promptly, and provide solutions to meet their needs.
- Policy Review: Collaborate with agents to perform comprehensive policy reviews, identify opportunities to enhance coverage, and ensure clients have the right insurance products for their needs.
- Product Education: Help inform clients about available insurance options and their benefits, and provide guidance on how to make informed decisions.
- Documentation: Ensure accurate and timely completion of all necessary paperwork, and maintain accurate records of client interactions.
- Training and Skill Development: Actively engage in training sessions and workshops, work closely with Mentor Agent and the District Office, and continuously expand your insurance knowledge and sales expertise.
Requirements:
- Education: High school diploma or equivalent.
- Experience: Previous experience in sales, particularly in insurance, is a plus.
- Skills: Excellent communication and interpersonal skills, strong negotiation and problem-solving abilities, and bilingual English/Spanish preferred but not required.
- Personal Attributes: Self-motivated and goal-oriented with a passion for helping clients, ability to work both independently and as part of a team, and a strong work ethic.
- Licensing: Must possess a valid insurance license (or be willing to obtain one within a specified timeframe).
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