Insurance Sales Agent

Insurance Sales Agent

Benefits : 401(k), 401(k) matching, dental insurance, donation matching, employee discounts, health insurance, paid time off, tuition assistance, vision insurance, wellness resources.

Position Summary

Grow the agency's portfolio through marketing insurance products to prospective customers and educating existing customers on additional products to meet their needs.

Essential Functions

Job Specific

• Actively work to build a profitable book of business by identifying and closing qualified leads.
• Meet or exceed the individual sales goals established annually.
• Actively engage in networking and establishing centers of influence.
• Participate in ongoing training, education, and sales meetings to improve sales skills and enhance industry and product knowledge.
• Coordinate client service with the account management team for new business, renewals, reviews, and claims.
• Generate opportunities to account round, cross-sell and refer business within the First State company.
• Promote the business relationship between First State Insurance and the carriers with which we work.
• Provide clients with strong technical advice and risk management services that meet their insurance needs while ensuring compliance with all company policies and regulations.
• Maintain accurate customer records by entering appropriate data into the customer management system; completing necessary paperwork / applications; reviewing new and renewal policies.
• Mentor new agency employees on agency procedure as necessary.
• All other duties as assigned.

Agency Specific

Supervisory Responsibility : None

Minimum Job Requirements

Knowledge, Skills, and Abilities (KSA's) :

Physical Demands :

Work Environment :

Typically, indoors, environmentally controlled. This position may require travel by car to visit other company locations and to make on-site customer visits. May require work on evenings and weekends to meet with customers.

Note : The statements herein are intended to describe the general nature and level of work being performed by the employee assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.