What are the responsibilities and job description for the Licensed Insurance Agent / CSR – Sales Executive position at Jael Insurance Agency, Corp?
Job Overview
We are seeking a results driven bilingual sales executive with exceptional communication skills, and in-depth knowledge in the personal property and commercial insurance industry. This role is ideal for a highly motivated & organized professional, who excels at building relationships, identifying opportunities, and closing deals. You will be responsible for driving new business growth, expanding existing personal and commercial lines accounts, and maintaining a strong book of business.
This is NOT a slow office environment. We handle heavy inbound call volume daily and work with clients who need fast, knowledgeable service. If you thrive under pressure, enjoy closing sales, and can multitask efficiently — this is for you.
Duties
- Drive new business growth while maintaining and expanding the book of business.
- Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
- Create and present professional, customized insurance proposals, using advanced online systems.
- Follow structured renewal workflows to ensure strong client retention and long-term partnership.
- Identify opportunities to refer clients and prospects to other divisions within JIA to meet their broader needs.
- Partner with the team, delegating, client service tasks, effectively for seamless support.
- Foster strong professional relationships with colleagues, contributing to a positive and collaborative work environment.
Experience
- Active state insurance license is required, with a commitment to maintaining compliance through ongoing continuing education.
- Demonstrate success in pursuing and closing sales, with a strong track record of meeting and exceeding goals.
- Strong communication and interpersonal skills and the ability to connect with diverse individuals and teams.
- Highly Motivated.
- Highly organized and detail-oriented, ensuring efficiency and accuracy in all aspects of the role.
- Valid drivers license
- College degree, high school diploma or equivalent required
Pay: $45,000.00 - $75,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
Work Location: In person
Salary : $45,000 - $75,000