Insurance Sales Representative

5 days ago

Boca Raton, Florida, United States SimplyIOA Full time
About the Role

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at SimplyIOA. As a Personal Lines Sales Agent, you will be responsible for devising creative solutions to meet client needs as to coverage and costs.

Key Responsibilities
  • Interview clients to understand their insurance needs and provide personalized solutions.
  • Collect and analyze information regarding the client and assist in product and pricing determinations.
  • Affect, interpret, and implement various company policies about the specific factual circumstances of each client.
  • Actively seek to grow the IOA Personal Lines Direct Sales Division business.
  • Manage new business, including conducting client research, gathering necessary information, and preparing complete and accurate submission applications.
  • Evaluate and negotiate coverages and pricing, and generate and present proposals.
  • Bind coverages, including securing signed mandatory forms and applications per IOA procedures.
  • Ensure that policy requirements are fulfilled, including the completion of appropriate forms.
  • Select a company that offers a type of coverage requested by the client to underwrite the policy.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • Attend in-house meetings, seminars, and programs to learn about new products and services, and participate in the ongoing growth and professional development.
  • Actively promote IOA culture and a positive work environment at all times.
  • Maintain frequent and transparent communication regarding individual performance and activities with supervisor.
  • Call on policyholders to deliver and explain policy, analyze insurance program, and suggest additions or changes.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
  • Comply with all company work rules, standards, and policies and procedures at all times.
  • Maintain a high degree of technical competence and industry/market expertise.
  • Ensure professional skills are continuously improved by actively participating in internal/external development opportunities.
  • Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
  • Actively seek to grow the IOA business, including identifying and acting on sales opportunities.
  • Will be required to maintain Continuing Education Credits to maintain active status level of insurance licensure.
  • Regular and consistent attendance is expected and is a necessary component of the job.
Requirements
  • Must obtain a state-required insurance license within the first 90 days of employment.
  • Must possess outstanding verbal/written communication skills.
  • Must possess strong presentation and negotiation skills.
  • Must have office equipment experience and be PC and internet proficient.
  • Must have exceptional customer service skills.
  • Excellent multi-tasking, organizational, delegation, and decision-making skills.
  • Ability to perform large work volumes with high degrees of accuracy.
  • Ability to work independently and/or in a team environment.
  • Ability to adapt to changing work environment.
  • Be of exceptional personal character.
  • High School Diploma (or equivalent) required.

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