Insurance Sales Agent

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities:

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Goal and action-oriented, with the ability and desire to work towards activity and sales targets
• High level of comfort with outreach directly to prospective clients
• Strong verbal and written communication skills, with the ability to engage one-on-one as well as an audience
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Persistence, drive, and ability to work proactively
• Team player and team-spirited

Qualifications:

• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• Proficiency with accounting or sales-related software is helpful
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Candidates must have an insurance license
• High school diploma mandatory; four-year undergraduate degree strongly preferred
• Proven understanding of the insurance industry including insurance products, risk management, and any state and federal regulations
• Some computer skills with the ability to use Microsoft Office are required
• Some experience with accounting or sales lead software is beneficial
• Current P&C license in the resident (Texas) state
• Professional phone etiquette
• Ability to work with multiple potential customers and be prompt on all associated follow-ups
• Strong work ethic and leadership skills
• Strong communication skills, both oral and written
• Strong team player and ability to work independently as needed to achieve individual and team-based goals

About Company: We are a highly collaborative team that is hardworking and committed to your career. We partner with the top-producing Real Estate team in Central Texas to provide our insurance agents with warm opportunities to help build their book of business with NO COLD CALLING. We are looking for leaders and team players. Our Mission: To exceed expectations and WOW our clients while providing them with high value, throughout their buying or selling process, while maintaining a high level of commitment to our community and bottom-line profitability.