Job Description
$100,000 + yearly
Responsibilities:- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Bachelor’s degree preferred; high school diploma mandatory
- Basic computer skills including proficiency with Microsoft Office suite is required
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
- Working knowledge of accounting and sales lead software is a plus
We’re proud of more than 90 years of serving our customers and are excited about the future as we continue to evolve to meet their needs. Our ambition is to Be the leader in delivering peace of mind, and innovating for customers whenever and wherever they need us.
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