The Insurance Sales Agent will be involved in the negotiation, client strategy, and coverage placement processes. Must have the ability to sustain internal, market and client relationship.
Duties and Responsibilities
Soliciting and signing-up new customers.
Business development and promotional activities.
Meeting customers to get an in-depth understanding of their insurance needs.
Liaising and building relationships with key personnel in insurance companies.
A fair bit of admin in preparing and maintaining documentation.
Brokers furnish customers with the proper forms and documents necessary to apply for new insurance policies and, when necessary, make changes or adjustments to existing coverage.
Record keeping and policy maintenance.
Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
Determines clients’ particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
Prospecting and generating new business through leads and referrals
Conducting policy reviews & updating policies.
Providing excellent customer service to our clients.
Filing, composing emails and letters to our clients.
Processing policy endorsements.
Cross-selling existing customers.
Qualifications and Skills
1 to 5 years experience as an Insurance Sales Agent/Representative working with customers on insurance quotes and the application process.
MUST HAVE2-20 License.
Insurance applications (Policy Management, Claims Management, and Quoting Systems).
Very detailed oriented.
Experience navigating the web.
Ability and desire to learn new skills and technologies.
Excellent communication skills.
Business Analysis / Business Analyst.
Tester / Quality Assurance.
Self-motivated/ Self- starter.
This is largely a sedentary role; however, some filling is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
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Usa Specialty Llc