Insurance Sales Specialist

Primary Responsibilities:

• Responds to inbound leads via phone, email, and other digital communication methods.


• Assesses potential clients' insurance needs and recommend appropriate products.


• Explains insurance coverage, terms, and benefits to prospects.


• Provides accurate quotes and assist clients in selecting suitable insurance plans.


• Cross-sells and upsells additional insurance products when appropriate.


• Maintains detailed records of customer interactions and sales activities in CRM system.


• Meets or exceeds sales targets and performance metrics.


• Stays up-to-date with insurance products, industry trends, and regulatory changes.


• Collaborates with team members to share best practices and improve sales processes.


• Participates in ongoing training and professional development activities.


• Participates in prospecting activities to locate additional clients.

Knowledge and Requirements:

• High school diploma or equivalent. Bachelor’s degree preferred.


• P&C state insurance license (or ability to obtain one within 30 days of employment).


• Strong verbal and written communication skills.


• Excellent listening and problem-solving abilities.


• Proficiency in Microsoft Office Suite and CRM software.


• Ability to work in a fast-paced environment and manage multiple priorities.


• Strong attention to detail and accuracy in documentation.


• Self-motivated with a results-oriented mindset.

#HO

#LI-KL1