Insurance Sales Agent

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify, assess, and cultivate personal insurance opportunities with both new and existing clients through various channels, including in-person meetings, online interactions, phone calls, and written correspondence.

• Build and sustain relationships with clients and prospects by providing follow-up, quotations, and comprehensive account support.

• Anticipate and address the needs of existing clients while ensuring timely follow-ups.

• Prospect for round accounts, seek increases in current coverage, and network to attract new clients, including reinstating former clients.

• Secure optimal coverage and rates, process quotes, bind insurance coverage, and follow up on inspections, photographs, and necessary documentation.

• Present insurance policies and educate clients on coverages and pricing structures.

• Assist clients with renewal and retention efforts.

• Monitor, evaluate, and report on key metrics to meet sales objectives.

• Accurately and promptly complete documentation of sales activities.

• Collaborate with team members, mentor staff, provide expertise, answer inquiries, and engage in meetings.

• Maintain ongoing education and stay updated on industry news, products, legislation, coverages, and technological advancements.

⛳️ Requirements

• Possess the insurance license mandated by your state.

• A minimum of two years of experience in personal and commercial lines insurance account management.

• Bachelor’s Degree or equivalent professional experience.

• Must have a valid driver's license and reliable means of transportation.

• Strong understanding of insurance products, their applications, rating and underwriting procedures, coverages, and industry practices.

• Documented history of success in business-to-business sales.

• Excellent presentation, persuasion, and negotiation skills, with a proven ability to close sales effectively.

• People-oriented, customer-centric, and assertive in fostering and managing client relationships.

• Exceptional organizational skills with the capability to handle complex tasks independently.

• Strong business acumen and decision-making abilities.

• Superior written and verbal communication skills.

• Excellent time management skills and the ability to excel in a collaborative team environment.

• Proficient in technology and computer systems, including agency management software.

• Committed to continuing education and active participation in ongoing professional development.

🏝️ Benefits

• Commission Based

• Bonus based on performance

• Flexible schedule

• Opportunity for advancement

• Profit sharing

• Training & development

• Competitive Pay

• Professional Development

• Job Stability in a growing industry

• Career advancement in a growing field

• Flexibility

• Job Security