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Insurance Assistant

Community Insurance Group
Waterford, WI Full Time
POSTED ON 12/3/2025 CLOSED ON 12/25/2025

What are the responsibilities and job description for the Insurance Assistant position at Community Insurance Group?

Job Overview
We are seeking a dynamic and customer-focused Insurance Agent to join our team. The ideal candidate will be responsible for selling various insurance products, providing exceptional customer service, and building lasting client relationships. This role offers opportunities for growth in a fast-paced environment, utilizing strong communication and sales skills to meet clients' insurance needs. Bilingual abilities and experience in outside sales or retail sales are highly valued. The Insurance Agent will also handle sales administration tasks, conduct market analysis, and support marketing initiatives to expand our client base.

Responsibilities

  • Engage in outside sales activities to identify potential clients and promote insurance products
  • Conduct thorough needs analysis to recommend suitable insurance solutions
  • Negotiate policy terms and coverage options with clients to ensure mutual satisfaction
  • Manage sales administration tasks, including documentation, policy processing, and record keeping
  • Develop and implement marketing strategies to attract new clients and retain existing ones
  • Provide excellent customer service by addressing inquiries, explaining policy details, and assisting with claims processes
  • Maintain compliance with industry regulations such as HIPAA and other privacy standards
  • Utilize telemarketing techniques to generate leads and follow up with prospective clients
  • Collaborate with team members to achieve sales targets and improve overall service delivery
  • Stay informed about industry trends, new products, and competitive offerings through ongoing analysis

Requirements

  • Proven experience in outside sales, retail sales, or telemarketing preferred
  • Strong negotiation skills with the ability to close deals effectively
  • Excellent communication skills, both verbal and written; bilingual abilities are a plus
  • Knowledge of insurance products and sales administration processes
  • Strong analysis skills to assess client needs and tailor solutions accordingly
  • Ability to work independently while maintaining team collaboration
  • Customer service orientation with a professional demeanor
  • Familiarity with marketing strategies relevant to insurance services
  • Ability to adhere to confidentiality standards such as HIPAA regulations when handling sensitive information

This role is ideal for motivated individuals who thrive in a client-facing environment and are eager to grow their career within the insurance industry.

Pay: $30,000.00 - $54,230.96 per year

Work Location: In person

Salary : $30,000 - $54,231

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