Insurance Sales Representative Job Description Template
Our company is looking for a Insurance Sales Representative to join our team.
Responsibilities:
- Develop and maintain a knowledge base of the evolving products and services;
- Sell and Solicit / Provide information about the products and services;
- Troubleshoot and resolve product issues and concerns;
- Uncover clients needs and present them with solutions available through Farmers Insurance products;
- Expand business reach through networking techniques;
- Getting details from customers to fully assist them;
- Working accordingly with company policies;
- Completes all other related duties as assigned by, and in accordance with, AAA Management;
- Sells and services Personal Lines Property & Casualty insurance policies to current and prospective AAA members;
- Implementing strategies to sell insurance;
- Building rapport with customers;
- Serves as a resource for personal insurance referrals from AAA employees and branches;
- Close sales on a minimum amount of new business premium to new and existing clients;
- Dealing with customer inquiries and disputes;
- Preparing reports for manager/supervisor.
Requirements:
- Excellent organizational and time management skills;
- Must be willing to obtain Insurance License;
- Property & Casualty and Life & Health/Disability licenses (we can help you navigate the process);
- Excellent communication skills – written, verbal and listening;
- Establish customer relationships and follow up regarding their needs;
- Excellent interpersonal skills;
- Lead Credit Incentives;
- Customer service or hospitality experience;
- Experience prospecting, networking and new business development;
- Retail sales experience;
- Management, Leadership, Training, and Advancement Opportunities;
- At least 2 years of sales experience;
- Customer service experience;
- Maintain a positive and self-motivated attitude;
- Good at building rapport with customers and persuading individuals.