Insurance Advisor

Job Description

Job Description

As an Insurance Advisor, you will be responsible for providing exceptional customer service to our clients while also driving sales and revenue growth for our agency.

Qualifications :

• Previous insurance sales, customer service, or related field preferred
• Self-motivated with excellent problem-solving abilities
• Ability to work independently and as a part of a team in a fast-paced environment
• Detail-oriented with the ability to multitask and prioritize tasks effectively
• Excellent people and communication skills - orally, verbally and listening
• Proficiency in using computer systems and insurance agency management software
• Valid insurance license or willingness to obtain them within a specified timeframe (Property, Casualty, Life, and Health)

Responsibilities :

• Develop and maintain strong relationships with clients through proactive communication and follow-up.
• Provide personalized insurance recommendations and quotes based on clients' individual circumstances and preferences.
• Manage client inquiries, policy changes, and claims processing with professionalism and efficiency.
• Communicate effectively with team members, clients, and insurance carriers to ensure seamless service delivery.
• Meet or exceed goals to contribute to the agency's growth and team’s success while maintaining a focus on individual performance and development.
• Maintain a positive work environment by promoting teamwork, respect, and camaraderie among team members.
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and providing information about insurance products and services.
• Stay up-to-date on insurance laws, regulations, and industry trends to ensure compliance with state regulations and ethical standards.
• Adhere to agency policies and procedures, as well as industry best practices, in all client interactions and sales activities.

Why Join Us :

• Competitive compensation package with performance-based incentives.
• Health Insurance
• Retirement Plan matching contributions after second year
• Holidays
• Paid time off (vacation and personal / sick days)
• Positive work environment with a supportive team and leadership that values your contributions

Join our team and make a meaningful impact by helping clients in our local community. Apply now!

Company Description

Elizabeth Rook Insurance, LLC is based out of Lakeland and Covington, Tennessee. We are committed to helping individuals and businesses protect what matters most through personalized insurance advice and tailored coverage options.

Team collaboration and support are integral to our approach, ensuring we achieve our goals together while supporting individual growth.

Company Description

Elizabeth Rook Insurance, LLC is based out of Lakeland and Covington, Tennessee. We are committed to helping individuals and businesses protect what matters most through personalized insurance advice and tailored coverage options.

Team collaboration and support are integral to our approach, ensuring we achieve our goals together while supporting individual growth.