What are the responsibilities and job description for the Insurance Sales Specialist position at Colorado Farm Bureau Insurance?
Company Description Colorado Farm Bureau Insurance has been serving communities across Colorado for nearly 75 years, offering local agents, adjusters, and support staff a stable and respected environment. The company is known for being fiscally responsible, innovative, and competitive, as reflected in its superior A rating from A.M. Best Company, a distinction earned by fewer than 20 percent of property and casualty insurers. Colorado Farm Bureau Insurance provides a broad range of products, including auto, home, flood, and other insurance solutions. Team members benefit from working with an established organization that values customer-focused service and long-term relationships with policyholders.
Role Description The Insurance Sales Specialist is a full-time, on-site role based in Pueblo, CO. This role is responsible for developing and maintaining relationships with new and existing clients, assessing their coverage needs, and recommending appropriate insurance products. Daily tasks include responding to inquiries, preparing quotes, explaining policy options, and guiding clients through the application and underwriting process. The Insurance Sales Specialist will follow up on leads, conduct policy reviews, and collaborate with internal teams to ensure accurate documentation and timely service. The role also involves meeting sales goals, staying current on insurance products and regulations, and representing Colorado Farm Bureau Insurance in a professional, service-oriented manner.
Qualifications
Role Description The Insurance Sales Specialist is a full-time, on-site role based in Pueblo, CO. This role is responsible for developing and maintaining relationships with new and existing clients, assessing their coverage needs, and recommending appropriate insurance products. Daily tasks include responding to inquiries, preparing quotes, explaining policy options, and guiding clients through the application and underwriting process. The Insurance Sales Specialist will follow up on leads, conduct policy reviews, and collaborate with internal teams to ensure accurate documentation and timely service. The role also involves meeting sales goals, staying current on insurance products and regulations, and representing Colorado Farm Bureau Insurance in a professional, service-oriented manner.
Qualifications
- Demonstrated proficiency in Insurance Sales and Insurance, with the ability to explain coverage options clearly and accurately.
- Experience or familiarity with Insurance Brokerage and Health Insurance products, including navigating multiple carriers or product lines.
- Strong Customer Service skills, with a focus on building trusted relationships and handling inquiries and concerns effectively.
- Relevant insurance licensing (or ability to obtain required licenses within a specified timeframe) in the state of Colorado.
- Proven ability to meet or exceed sales targets and work with performance metrics.
- Effective verbal and written communication skills, including active listening and confident presentation abilities.
- Comfort with basic office technologies and CRM or agency management systems for tracking leads and policies.
- High level of integrity, reliability, and professional conduct, with a commitment to non-discriminatory and inclusive client service.
- Prior experience in property and casualty insurance or financial services is preferred but not required.