At Relion Insurance Solutions, our mission is to help our clients find the right insurance that meets their needs while blending coverage, price, and service. We want to help you maintain momentum in your life and business. The same mission applies as an employee at Relion!

ESSENTIAL DUTIES/RESPONSIBILITIES (include but are not limited to the following)

• Scout and identify potential clients with need for insurance coverage
• Design and implement strategies for effective marketing and sales of insurance contracts
• Contact potential customers through cold calls, emails and arranged meetings
• Help individuals, businesses, and families select the most appropriate policies for health, life, and properties.
• Provide elaborate explanation of contract features, benefits, and possible downsides to an insurance coverage
• Assist clients in selecting most suitable insurance service that better covers a policyholder
• Sell policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that can damage property.
• Customize insurance contracts to match the requirements of the holder
• Discuss with clients to obtain information as pertains the financial status of a client and condition of a property to be insured
• Facilitate the payment of beneficiaries on event of the demise of a policyholder
• Maintain contact with clients to provide them with updates and reply to customer feedback.
• Maintain and update electronic client accounts within the Agency Management System.
• Research and stay informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance.
• Assist or complete all other tasks as directed by agency management and performing other duties as required.

EDUCATION, LICENSING, AND/OR EXPERIENCE

• Bachelor’s degree in a relatable field preferred (business, economics, etc.)
• Possession of/or ability to attain appropriate Commercial, Personal, Life, and/or Health Lines License is required
• Valid Driver’s License required
• Previous experience in a professional environment required.
• Previous successful experience as a sales professional in the insurance industry preferred.
• Proficiently navigate commonly used computer systems and software (i.e., Word, Excel, PowerPoint, etc.) with ability to learn new systems and software quickly required.
• Knowledge of insurance markets and reference to markets is required.
• Working knowledge of rating procedures, coverages and industry operations to effectively manage and maintain client accounts is required.

KNOWLEDGE, SKILLS AND ABILITIES

• Effective written and oral communication skills.
• Excellent presentation skills.
• Well-developed persuasion and negotiation skills.
• Great interpersonal skills and proven ability to build rapport with prospective and existing customers.
• Self-motivation and drive with the ability to work independently.
• Relay complex or abstract information and/or instruction in a descriptive and understandable fashion in both written and verbal forms
• Receive and interpret complex information which includes actively listening for total comprehension and asking questions that enhance the understanding of a certain topic
• Moderate-level math abilities is required which includes addition, subtraction, multiplication, and division skills with whole numbers, fractions, and decimals.
• Effective time management and organizational skills. This person must meet deadlines and work well with teammates.