Insurance Sales Representative

Description

We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We'll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!

Responsibilities

• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• 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
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish

Qualifications

• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Candidates must have an insurance license
• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Bachelor's degree preferred; high school diploma required
• Experience with accounting and or sales lead software is a plus