What are the responsibilities and job description for the Insurance Agent position at Faro Insurance Group?
Company Description Faro Insurance Group is an independent insurance provider serving individuals, families, and businesses with tailored coverage solutions. Based in Winchester, MA, the firm focuses on helping clients protect their assets and manage risk through personalized consultation and high-quality service. Faro Insurance Group partners with multiple carriers to offer a broad range of insurance products and competitive options. The team values integrity, clear communication, and long-term relationships with clients, aiming to simplify insurance decisions and provide dependable support.
Role Description This is a full-time Insurance Agent role in a hybrid work environment, based in Winchester, MA, with some work-from-home flexibility. The Insurance Agent will consult with prospective and existing clients to assess their needs, recommend appropriate insurance products, and prepare customized proposals. Day-to-day responsibilities include generating leads, conducting policy reviews, processing applications, and coordinating with insurance carriers and internal teams. The role involves maintaining accurate client records, following up on renewals, and ensuring timely responses to inquiries and claims-related questions. The Insurance Agent is expected to build and sustain strong client relationships, meet sales and service targets, and adhere to industry regulations and company standards.
Qualifications
- Candidates should possess skills in Insurance Sales and Insurance Brokerage to effectively present coverage options and close new business.
- Candidates should possess strong knowledge of Insurance products and practices to advise clients on appropriate coverage and policy features.
- Candidates should possess foundational Finance skills to understand premiums, deductibles, and the financial impact of coverage decisions.
- Candidates should possess excellent Customer Service skills to respond promptly, resolve issues, and maintain positive client relationships.
- Relevant state insurance licensing (or ability to obtain within a defined timeframe) is required.
- Strong communication, negotiation, and interpersonal skills, with the ability to explain complex information in clear, accessible terms.
- Comfort with CRM systems and basic office software to manage client information and track activities.
- Prior experience in insurance, financial services, or a client-facing sales role is preferred.
- Ability to work both independently and collaboratively in a hybrid environment, managing time and priorities effectively.