Insurance Agent
Insurance Agent Responsibilities:
• Generate new business
• Quote and write personal/commercial lines of insurance
• Meet and/or exceed sales goals and commitments
• Maintain the accounts within your newly generated book of business
• Build brand strength and identify new sources of business
• Keep accurate and detailed records in accordance with regulations
• Participate in training and strive to continuously advance personal industry knowledge
• Excellent communication skills required
• Working knowledge of computer systems
Handle payment transactions in accordance with Agency and carrier rules and best practices
Respond quickly to client inquiries and requests.
Additional General Responsibilities:
• Assist any Agency client over the phone and through digital communications
• Answer customer questions and assist with requests
• Use problem solving skills to troubleshoot client issues
• Accurately enter information from client calls into database
• Assist in generating Advanced sales leads by gathering information from clients using tools provided
• Ensure clients are satisfied with their experience
- Generate referrals from satisfied clients
• Follow procedures and policies
• Other duties as may be suitable
Qualifications:
- Experience is not necessary
- High degree of Personal Integrity
- High school diploma or GED desired, Degree preferred
- Appropriate license(s) as required by state, including Property and Casualty and/or Life/Health
- Strong desire to help people
- Ability to take direction and convert it into immediate action
- Ability to work independently
- Ability to “listen-to-understand” (Most people “listen-to-respond”, trying to think of something they’ll say next in order to “overcome an objection” (generally while their prospect is still talking). To do what is best for our clients, we must always listen-to-understand their situation and circumstances in order to serve them properly.)
Those who will not be considered:
- Not outgoing (fearful of approaching new prospects)
- Unwilling to learn or improve (think that they know it all already, or that their way is the only way)
- Only in it for themselves (The client’s needs come first, NO MATTER WHAT)
- Those with a “salesperson” mentality. (We are Risk Advisors who help people reduce risk, not salespeople driven solely by a commission that we could gain by “selling” products that are not in our clients best interest. By doing our jobs correctly, the income will take care of itself.)