What are the responsibilities and job description for the Insurance Sales Agent position at Cornerstone Capital Bank?
***No agencies or 3rd party Recruiters please. Thank you! ***
Who we are:
Cornerstone Insurance Agency, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone’s Mission, Vision & Core Convictions.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
Cornerstone Insurance Agency is currently seeking an experienced, self-motivated, and driven Enterprise Sales Agent to join our team. The focus of the Enterprise Sales Agent is to provide quotes, close leads, and retain relationships! They will also advise clients on the benefits of various policies as well as tailoring insurance packages to meet their specific needs. A successful candidate will have experience in inside sales or the insurance industry, with expertise in the sales process and client management
Key Responsibilities:
- Contact potential clients to expand their own customer base
- Interview prospective clients to get information about their financial situation and discuss existing coverage
- Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
- Suggests modifications and updates to clients existing insurance policies.
- Builds customized insurance policies and packages to meet clients needs.
What you’ll need to be successful:
- High school Diploma or equivalent
- General Lines License (Preferred)
- Experience with managing customer relationships
- Experience with CRM systems
- Entrepreneurial spirit
- Problem-solving mindset
- Self-motivated with a hands-on, self-starter approach
- Excellent time management abilities
- High level of attention to detail and organizational skills
- Driven by results and committed to continuous improvement
- Demonstrating integrity and fostering honest communication
What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
