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Insurance Sales Consultant

2 months ago

Kansas City, Missouri, United States Forrest T. Jones Full time

Position Overview

This role is pivotal in driving sales for professional liability insurance products, including coverage for accountants and lawyers, aimed at both new and existing clientele.

Key Responsibilities

  • Engage in proactive outreach to generate new business through telephone and written communication.
  • Evaluate client insurance requirements, determine existing coverage effective dates, and gather necessary applications for quoting.
  • Achieve a minimum of 10 meaningful connections daily.
  • Obtain Property & Casualty licensing if not already possessed.
  • Gain a comprehensive understanding of professional liability insurance features, articulating coverage specifics to clients while assessing their evolving needs.
  • Identify and secure relevant direct sales opportunities.
  • Maintain an organized database of contacts, including direct sales prospects and brokers, with attention to expiration dates.
  • Compile reports on outreach efforts, quote requests, conversion rates, and written premiums within the CRM system.

Essential Skills

  • Exceptional communication and telephone skills.
  • Self-motivated with a strong goal orientation.
  • Analytical thinking capabilities.
  • Meticulous attention to detail.
  • Proficient computer skills.

Qualifications

  • A minimum of 2 years of direct sales experience is required.
  • Experience in professional liability insurance is preferred.
  • A degree is preferred.

Benefits

We provide a comprehensive benefits package for full-time employees, which includes company-sponsored medical, short-term disability, long-term disability, and life insurance. Additional voluntary options for dental, vision, life/AD&D insurance, and a 401(k) plan with company matching are also available, along with generous paid time off.

We welcome applicants from diverse backgrounds and experiences, as we uphold a non-discriminatory hiring policy.

Note: All employment offers are contingent upon successful completion of a drug screening and background check.