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Are you an energetic, people-oriented professional committed to delivering a remarkable customer service experience? We have the role for you! Our team is expanding, and we're hiring a Property and Casualty Insurance agent who will oversee an existing portfolio of clients and work to prospect and secure new ones. In this role, no two days will be the same. The ideal candidate has some sales experience or is a quick learner who's eager to work directly with customers to uncover the insurance protection that best meets their needs. If you want a job with a flexible schedule and a rewarding career path that offers ample opportunities for advancement, reach out to us today!
Responsibilities
• Bring in new clients by effectively executing sales-based marketing strategies like prospecting, cold calling, and networking
• Meet with new, existing, and prospective policyholders and actively listen to their needs to properly assess their circumstances and financial statuses before proposing ideal plan options
• Maintain accurate customer records, bookkeeping logs, and Insurance Sales databases to report progress toward monthly goals
• Commit to a continued education in Property and Casualty Insurance protocols and coverage requirements to ensure the ideal types of insurance policies are offered to existing clients, potential clients, and new customers
• Help existing, new, and prospective clients fulfill insurance policy requirements by ensuring the completion of necessary forms and examining physical properties prior to or during the insurance claims process
Qualifications
• A Property & Casualty license is preferred (Willingness to obtain a license is required, we will help you with this!)
• A life Insurance License is preferred
• 1-3 years of sales experience
• Candidates must have core computer skills and a demonstrated capability using Microsoft Office programs
• Stellar interpersonal communication skills, analytical skills, and customer service skills are needed
• An accredited P&C insurance license is necessary for this position
• High school diploma/GED or equivalent is a must; bachelor's degree strongly preferred
• Proficiency using sales and accounting software is beneficial
Are you an energetic, people-oriented professional committed to delivering a remarkable customer service experience? We have the role for you! Our team is expanding, and we're hiring a Property and Casualty Insurance agent who will oversee an existing portfolio of clients and work to prospect and secure new ones. In this role, no two days will be the same. The ideal candidate has some sales experience or is a quick learner who's eager to work directly with customers to uncover the insurance protection that best meets their needs. If you want a job with a flexible schedule and a rewarding career path that offers ample opportunities for advancement, reach out to us today!
Responsibilities
• Bring in new clients by effectively executing sales-based marketing strategies like prospecting, cold calling, and networking
• Meet with new, existing, and prospective policyholders and actively listen to their needs to properly assess their circumstances and financial statuses before proposing ideal plan options
• Maintain accurate customer records, bookkeeping logs, and Insurance Sales databases to report progress toward monthly goals
• Commit to a continued education in Property and Casualty Insurance protocols and coverage requirements to ensure the ideal types of insurance policies are offered to existing clients, potential clients, and new customers
• Help existing, new, and prospective clients fulfill insurance policy requirements by ensuring the completion of necessary forms and examining physical properties prior to or during the insurance claims process
Qualifications
• A Property & Casualty license is preferred (Willingness to obtain a license is required, we will help you with this!)
• A life Insurance License is preferred
• 1-3 years of sales experience
• Candidates must have core computer skills and a demonstrated capability using Microsoft Office programs
• Stellar interpersonal communication skills, analytical skills, and customer service skills are needed
• An accredited P&C insurance license is necessary for this position
• High school diploma/GED or equivalent is a must; bachelor's degree strongly preferred
• Proficiency using sales and accounting software is beneficial
