Insurance Sales Agents Insurance sales agents contact potential customers and sell one or more types of insurance.
Insurance Sales Agent Job Description Template
Our company is looking for a Insurance Sales Agent to join our team.
Responsibilities:
- Researches customer’s individual or business purchase needs;
- Resolves customer complaints and queries;
- Achieve a balance in production to meet agency business and growth objectives by maintaining an appropriate mix of business;
- Respond to current policyholder inquiries and requests;
- Perform other duties as necessary;
- Responsible for marketing and generating new insurance sales as well as being a professional advocate for all insurance related needs;
- Meet and/or exceed sales production requirements;
- Answering phones, emailing customer and handling policy changes;
- Other duties as assigned;
- Professional phone etiquette and apparence;
- 2+ years of customer service in office setting;
- Maintain accurate records;
- responding to customer inquiries and providing quotes and setting appointments;
- Monitor any claims made to guarantee that both the insurer and the client are compensated fairly;
- Guarantee that all necessary paperwork is filled out and filed to put the insurance policy in place.
Requirements:
- Maintain accurate records;
- All applicable state licenses for property and casualty and life insurances will be required before hire. Ask us how we can help;
- Sales experience is a plus;
- NYS Property & Casualty and Life & Health license preferred but not required;
- prepare appropriate rate quotations;
- Ability to meet deadlines and financial goal minimums;
- equity and group billing;
- organize, plan and promote the sale of ACG insurance and membership products and services;
- Knowledge of desktop systems including but not limited to Microsoft Office software applications;
- Solid selling and sales process skills;
- Other duties as assigned;
- Professional phone etiquette and apparence;
- Knowledge of Microsoft Word and Excel preferred;
- Ability to achieve results;
- AMS 360 Experience a plus.