The Insurance Agent is responsible for selling and managing insurance policies for clients. This role involves assessing clients’ insurance needs, providing expert advice on coverage options, and ensuring customer satisfaction through excellent service. The Insurance Agent plays a crucial role in building and maintaining client relationships while achieving sales targets.

Responsibilities:

• Identify and contact potential clients through networking and referrals.
• Assess clients’ insurance needs and recommend appropriate coverage options.
• Explain policy features, benefits, and terms to clients.
• Prepare and present insurance quotes to clients.
• Handle policy renewals and adjustments as needed.
• Maintain accurate records of client interactions and transactions in the CRM system.
• Provide ongoing support and assistance to clients regarding their insurance policies.
• Stay informed about industry trends, products, and regulations.
• Meet or exceed monthly sales goals and performance metrics.
• Participate in continuing education to maintain necessary licenses and stay updated on industry changes.

Requirements:

• High school diploma or equivalent; bachelor’s degree preferred.
• Valid insurance license in the state of operation.
• Proven experience in sales or customer service, preferably in insurance.
• Strong communication and interpersonal skills.
• Ability to build rapport and trust with clients.
• Self-motivated with a strong desire to succeed.
• Knowledge of insurance products and services.

Work Environment:

• Office-based role with opportunities for remote work.
• Dynamic work environment with a focus on client interactions.