Licensed Insurance Sales Agent

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

📋 Description

• Manage and enhance profitable relationships with clients in personal lines.

• Expand the business portfolio by acquiring new clients.

• Identify, assess, and cultivate personal insurance opportunities with clients.

• Build and sustain relationships with clients through follow-ups and precise quotations.

• Anticipate and address existing client needs, ensuring timely responses.

• Proactively seek and solicit increases in coverage for current clients.

• Secure the most favorable coverage and rates for insured clients, process quotes, and bind insurance policies.

• Present policies to clients, educating them on coverages and pricing structures.

• Assist clients in preparing for renewals and retention strategies.

• Track and report key metrics to ensure sales goals are met.

• Collaborate with team members and provide mentorship to staff.

⛳️ Requirements

• Possess the insurance license mandated by your state.

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

• Bachelor's Degree or equivalent work experience.

• Hold a valid driver's license and have reliable transportation.

• Exhibit strong knowledge of insurance products, usage, rating procedures, underwriting processes, coverages, and industry operations.

• Demonstrated success in business-to-business sales.

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

• Customer-oriented, people-focused, and professionally assertive.

• Exceptional organizational skills with the capability to complete tasks independently.

• Strong decision-making abilities along with outstanding written and verbal communication skills.

• Excellent time management capabilities.

• Ability to thrive in a collaborative team environment.

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

🏝️ Benefits

• Performance-based bonus.

• Competitive salary.

• Opportunities for career advancement.

• Paid time off.

• Professional development opportunities.