Insurance Risk Manager

2 weeks ago

Killeen, Texas, United States Goosehead Insurance Full time
Insurance Sales Agent Job Description

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

Key Responsibilities:
  • Create tailored risk management strategies directly with clients that align with their risk profiles
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Goal and action-oriented, with the ability and desire to work towards activity and sales targets
  • High level of comfort with outreach directly to prospective clients
  • Strong verbal and written communication skills, with the ability to engage one-on-one as well as an audience
  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Persistence, drive, and ability to work proactively
  • Team player and team-spirited
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
  • Create tailored risk management strategies directly with clients that align with their risk profiles
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Qualifications:
  • Proven understanding of the insurance industry including insurance products, risk management, and any state and federal regulations
  • Some computer skills with the ability to use Microsoft Office are required
  • Some experience with accounting or sales lead software is beneficial
  • Current P&C license in the resident (Texas) state
  • Professional phone etiquette
  • Ability to work with multiple potential customers and be prompt on all associated follow-ups
  • Strong work ethic and leadership skills
  • Strong communication skills, both oral and written
  • Strong team player and ability to work independently as needed to achieve individual and team-based goals
  • Insurance license required
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
  • Candidates should have basic computer skills and be able to use Microsoft Office programs
  • High school diploma mandatory; four-year undergraduate degree strongly preferred
  • Experience with accounting and or sales lead software is a plus

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