Job Description

Job Summary:

The Insurance Sales Specialist is responsible for selling insurance policies and products to clients, helping them understand and select the best options to meet their needs. This role involves identifying sales opportunities, providing expert advice, and delivering exceptional customer service. The Insurance Sales Specialist will focus on building a strong client base, achieving sales targets, and contributing to the overall success of the agency.

Benefits

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Health Insurance

Hands on Training

Evenings Off

Tuition Reimbursement

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Responsibilities

Key Responsibilities:

Sales and Prospecting:

Identify and pursue new sales opportunities through various channels such as networking, referrals, and marketing campaigns.

Schedule and conduct meetings with prospective clients to assess their insurance needs.

Present and explain insurance products to clients, highlighting benefits, coverage options, and premiums.

Tailor insurance programs to meet individual client requirements.

Achieve or exceed sales targets and quotas.

Client Relationship Management:

Build and maintain long-term relationships with clients, providing ongoing support and service.

Address client inquiries, concerns, and requests promptly and professionally.

Conduct regular reviews of clients' insurance policies to ensure they remain appropriate and cost-effective.

Assist clients with policy renewals, changes, and claims processing.

Product Knowledge and Expertise:

Stay informed about the range of insurance products offered, including life, health, property, casualty, and business insurance.

Keep up-to-date with industry trends, regulatory changes, and new product offerings.

Provide clients with comprehensive and accurate information to help them make informed decisions.

Administrative Duties:

Prepare and submit accurate and complete insurance applications and policy renewals.

Maintain detailed records of client interactions and transactions using the company’s CRM system.

Follow up with underwriters and other stakeholders to facilitate policy approval and issue.

Compliance and Ethics:

Ensure all sales activities comply with state and federal regulations, as well as company policies.

Conduct business with the highest level of ethical standards and integrity.

Complete necessary training and continuing education to maintain insurance licenses.

Team Collaboration:

Work collaboratively with colleagues and other departments to ensure seamless client service.

Participate in team meetings, training sessions, and professional development opportunities.

Contribute to a positive team environment and support colleagues as needed.

Requirements

Qualifications:

Education: High school diploma or equivalent; a bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.

Experience: Previous experience in insurance sales, financial services, or a related field is beneficial.

Licensing: Must hold relevant state insurance licenses (Property & Casualty, Life & Health).

Skills: Excellent communication, negotiation, and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in using CRM software and Microsoft Office Suite.

Attributes: Self-motivated, goal-oriented, and able to work independently. Ability to build trust and rapport with clients. High level of integrity and professionalism.