Insurance Sales Agent - Property, Casualty, & Life

Job Summary

Seeking a dynamic and motivated Insurance Sales Agent specializing in Property, Casualty, and Life insurance. This role involves identifying client needs and helping them secure the right policies to protect their assets and loved ones. This is an opportunity to build lasting client relationships, achieve professional growth, and earn competitive commissions.

Responsibilities

• Build and maintain long-term relationships with clients by providing excellent customer service and tailored insurance solutions.
• Assist clients in understanding and selecting appropriate Property, Casualty, and Life insurance policies to meet their unique needs.
• Develop and execute sales strategies to prospect and acquire new customers through referrals, networking, and marketing activities.
• Conduct risk assessments and provide expert advice on coverage options and policy details.
• Collaborate with underwriters to ensure accurate policy issuance.
• Keep abreast of industry trends, regulations, and product offerings to deliver the highest level of expertise.
• Manage clients' inquiries, claims, and policy renewals in a timely and professional manner.
• Meet or exceed individual and team sales goals to contribute to organizational success.
• Represent the company at community and networking events to promote its services.

Qualifications/Requirements

• Education: High school diploma or equivalent; Bachelor’s degree in Business, Finance, or a related field is preferred.
• Licensing: Holds active P&C (Property and Casualty) and L&H (Life and Health) insurance licenses.
• Experience: Proven experience in insurance sales or a related customer-focused sales role is highly desirable.
• Skills:
  • Strong interpersonal and communication skills with a customer-first mindset.
  • Proven ability to build trust and rapport with clients.
  • Self-starter with time management, organizational, and problem-solving abilities.
  • Adept at working both independently and as part of a collaborative team.
• Proficient in using technology tools such as CRM systems, insurance software, and Microsoft Office Suite.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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