Insurance Business Development Representative

4 weeks ago


Gilbert, Arizona, United States Insurance Partner at Barrett Financial Full time

We are seeking a skilled Insurance Sales Agent to join our team at Insurance Partner at Barrett Financial. As a key member of our team, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.

Responsibilities:
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders.
  • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs.
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles.
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients.
Qualifications:
  • Candidates must have an insurance license.
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary.
  • High school diploma mandatory; four-year undergraduate degree strongly preferred.
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations.
  • Candidates should have basic computer skills and be able to use Microsoft Office programs.

Compensation: $65,000+ includes base plus commission.



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