Basic computer proficiency, especially with Microsoft Office.
Experience with accounting or sales lead software preferred.
Strong analytical and interpersonal communication skills essential.
Excellent customer service skills required.
Understanding of insurance products and regulations is crucial.
Responsibilities
Continue education on insurance protocols and monitor claims satisfaction.
Maintain accurate bookkeeping and sales databases for reporting.
Develop risk management strategies tailored to policyholders.
Grow existing business by effective sales strategies for customer loyalty.
Meet with clients to understand their needs and present suitable insurance options.
Benefits
Opportunities for ongoing education and training in the insurance field.
Access to resources for professional development and growth.
Supportive environment for maintaining work-life balance.
Full Job Description
Responsibilities
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Qualifications
Candidates should have basic computer skills and be able to use Microsoft Office programs
Some experience with accounting or sales lead software is beneficial
Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
