What are the responsibilities and job description for the Sales Agent position at Comparion Insurance Agency?
Company Description Comparion Insurance Agency is a national insurance agency with local agents across the country who provide coverage recommendations tailored to each customer and community. The agency conducts thorough research to offer customers well-informed choices from multiple trusted national and regional insurance partners. Licensed and highly trained in insurance products, Comparion agents help customers find personalized coverage for cars, homes, boats, jewelry, and more. The organization focuses on matching coverage to individual needs at prices that fit a wide range of budgets, emphasizing service, expertise, and customer trust.
Role Description The Sales Agent role at Comparion Insurance Agency is a full-time, on-site position based in Hilliard, OH. The Sales Agent will meet with prospective and existing customers to understand their insurance needs and recommend appropriate coverage options across auto, home, and other personal lines. Daily responsibilities include generating leads, conducting policy reviews, preparing quotes from multiple insurance partners, and closing sales while meeting individual and team performance goals. The role also involves providing ongoing customer service, explaining policy terms and coverage details, and assisting customers with policy changes and renewals. The Sales Agent will collaborate with colleagues, participate in training sessions, and stay current on products, regulations, and industry trends.
Qualifications
Role Description The Sales Agent role at Comparion Insurance Agency is a full-time, on-site position based in Hilliard, OH. The Sales Agent will meet with prospective and existing customers to understand their insurance needs and recommend appropriate coverage options across auto, home, and other personal lines. Daily responsibilities include generating leads, conducting policy reviews, preparing quotes from multiple insurance partners, and closing sales while meeting individual and team performance goals. The role also involves providing ongoing customer service, explaining policy terms and coverage details, and assisting customers with policy changes and renewals. The Sales Agent will collaborate with colleagues, participate in training sessions, and stay current on products, regulations, and industry trends.
Qualifications
- Candidates should possess strong Communication and Customer Service skills to engage effectively with diverse clients and build long-term relationships.
- Candidates should possess Sales skills, including prospecting, negotiating, and closing, with a focus on meeting targets ethically and consistently.
- Candidates should possess Insurance knowledge, including understanding of personal lines products, underwriting basics, and policy structures (or the ability to learn these quickly).
- Candidates should possess Training-related skills, such as willingness to participate in ongoing learning and apply new product and compliance information in daily work.
- Additional beneficial qualifications include a high school diploma or equivalent (bachelor’s degree preferred), active or obtainable state insurance license, proficiency with CRM and office software, strong organizational and time management abilities, and comfort working in a goal-driven environment.