Insurance Sales Professional

4 weeks ago

Birmingham AL USA, United States Lyons HR Full time
Job Title: Insurance Sales Agent

We are seeking a highly motivated and results-driven Insurance Sales Agent to join our team at Lyons HR. As an Insurance Sales Agent, you will be responsible for generating new business, managing client relationships, and providing expert guidance on a wide range of insurance products.

Key Responsibilities:
  • Client Acquisition and Relationship Management:
    • Identify and pursue new business opportunities through networking, referrals, and targeted outreach.
    • Develop and maintain strong relationships with clients, understanding their business needs and providing tailored insurance solutions.
    • Conduct client consultations to assess insurance requirements and recommend appropriate policies.
  • Insurance Product Knowledge:
    • Stay up-to-date on industry trends, insurance products, and market conditions.
    • Provide clients with comprehensive explanations of policy options, coverage details, and exclusions.
    • Develop expertise in business and commercial insurance products, including liability, property, workers' compensation, and other relevant coverage.
  • Policy Sales and Service:
    • Generate and deliver quotes to clients based on their specific needs and risk profiles.
    • Assist clients with the completion of insurance applications and gather necessary documentation.
    • Ensure timely and accurate issuance of policies and endorsements.
  • Client Support and Claims Assistance:
    • Address client inquiries and resolve any issues or concerns related to their policies.
    • Provide guidance and support during the claims process, ensuring timely and effective resolution.
  • Compliance and Documentation:
    • Adhere to all regulatory requirements and company policies related to insurance sales and client interactions.
    • Maintain accurate and up-to-date records of client interactions, policy details, and sales activities.
  • Sales Strategy and Goals:
    • Work towards achieving sales targets and performance metrics set by the agency.
    • Analyze market trends and adjust sales strategies to maximize opportunities and meet client needs.
  • Professional Development:
    • Participate in ongoing training and development to stay current with industry changes and enhance sales skills.
    • Maintain required licenses and certifications.
Qualifications:
  • Proven experience in insurance sales, with a focus on business and commercial insurance preferred.
  • Strong understanding of multiline insurance products and commercial coverage options.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Demonstrated ability to meet sales targets and manage client relationships effectively.
  • High level of professionalism, integrity, and ethical standards.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in Microsoft Office Suite and CRM software.
What We Offer:
  • Competitive base salary with performance-based incentives.
  • Comprehensive benefits package, including health, dental, and retirement plans.
  • Opportunities for professional growth and advancement within the company.
  • A supportive and collaborative work environment with a focus on team success.

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