Insurance Sales Professional

5 days ago


Bozeman, Montana, United States Allstate - Chet A. Curtis Agency Full time
Job Overview

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Allstate - Chet A. Curtis Agency. As a key member of our sales team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Client Engagement: Interact with clients to assess their insurance needs and provide personalized guidance to ensure they have the right coverage.
  • Sales Activities: Handle client inquiries, provide information, and recommend suitable insurance products to meet their needs.
  • Policy Management: Customize insurance policies to align with individual client preferences and needs.
  • Customer Advocacy: Identify opportunities to enhance client portfolios through cross-selling and tailoring services to meet their evolving needs.
  • Client Retention: Build strong, lasting relationships with clients to ensure satisfaction and loyalty.
  • Professional Development: Stay informed about industry trends and updates to enhance advisory capabilities and provide expert guidance to clients.
Requirements
  • Licensing: Must possess or be willing to obtain the necessary insurance licenses.
  • Experience: Previous experience in sales or customer service roles is preferred.
  • Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and colleagues.
  • Team Player: Ability to work collaboratively in a team environment and support colleagues to achieve common goals.
  • Detail-Oriented: Strong attention to detail and accuracy in handling client information and transactions.
  • Positive Attitude: A positive and energetic demeanor with a passion for helping others and delivering exceptional customer service.


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