What are the responsibilities and job description for the Insurance Agent position at Grandview Insurance?
Company Description Grandview Insurance is an insurance provider headquartered in Orem, Utah, serving individuals, families, and businesses with a range of coverage options. The company focuses on building long-term relationships by offering personalized guidance and straightforward policy recommendations. Team members work in a collaborative environment with opportunities to learn about multiple insurance products and markets. Grandview Insurance values integrity, responsive service, and clear communication in every client interaction. Employees can expect a supportive, growth-oriented workplace with a strong local presence.
Role Description This is a full-time, Insurance Agent role based in Utah. The Insurance Agent will meet with new and existing clients to assess coverage needs, explain policy options, and recommend suitable insurance solutions. Daily responsibilities include generating and following up on leads, preparing quotes, processing applications, and managing policy renewals and changes. The role also involves responding to client inquiries, resolving service issues, and providing ongoing support to maintain strong client relationships. The Insurance Agent will collaborate with internal teams and carriers to ensure accurate policy documentation, compliance with regulations, and timely communication.
Qualifications
- Strong Insurance Sales skills, with the ability to identify client needs, present solutions, and close new and renewal business.
- Knowledge of Insurance products and coverage types, with experience working in an Insurance Brokerage or agency setting.
- Foundational understanding of Finance concepts related to premiums, deductibles, and risk to guide clients in making informed decisions.
- Excellent Customer Service skills, including active listening, clear communication, and professional follow-through.
- Relevant state insurance license (or ability to obtain within a specified timeframe).
- Strong organizational and time-management skills, with attention to detail and accuracy in documentation.
- Comfort using CRM systems, agency management software, and standard office applications.
- Prior experience in property, casualty, life, or health insurance is preferred but not required.
- High school diploma or equivalent required; additional education or professional designations (e.g., CIC, CISR) are a plus.