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Insurance Sales Representative

2 months ago


Birmingham, Alabama, United States TCDS INSURANCE AGENCY Full time

We are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at TCDS Insurance Agency. As a Property and Casualty Insurance Agent, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities:

  • Propose tailored insurance solutions to existing, new, and prospective clients based on their individual needs and circumstances.
  • Develop and execute effective sales-based marketing strategies to acquire new clients, including prospecting, cold calling, and networking.
  • Maintain accurate bookkeeping logs, insurance sales records, and customer databases to track progress towards monthly goals.
  • Stay up-to-date on evolving property and casualty insurance protocols to ensure seamless policy selection and renewal processes.
  • Ensure that clients complete all necessary forms and meet insurance policy requirements, and facilitate the insurance claims process.

Requirements:

  • Core computer skills and proficiency in Microsoft Office programs.
  • Excellent interpersonal communication, analytical, and customer service skills.
  • P&C insurance license required for this role.