Insurance Trusted Advisor
Job Description
Job Description
Benefits :Position Overview
We are a small agency grounded in our community and within a large, experienced and highly regarded company. The agency is seeking a skilled, motivated, outgoing, and enjoys working independently or as part of a team in helping individuals, families and businesses protect themselves, their assets and investments.
We value ideas, creativity and empowerment.
ESSENTIAL JOB FUNCTIONS
As an Insurance Trusted Advisor you will take ownership for customer interactions while educating and counseling policyholders on making the right insurance decisions.
You will gain valuable experience in the world of insurance sales and general customer service.
Requirements :
- Job contingent based on passed Property & Casualty license within 30 days.
- Prior Insurance experience preferred but not necessary
- Excellent skills in communication and presentation
- Experience in delivering client-focused solutions and in creating long-lasting relationships
- Willingness to learn and be coachable
- Proficient in Microsoft Word, Excel, and various windows applications
Responsibilities :
- Contact potential clients and create rapport by networking, cold calling, using referrals etc
- Retain continuous awareness of transactions, sales and terms and keep relative records
- Identifying and qualifying sales leads generated from a variety of sources, including networking, referrals, marketing, and lead databases
- Setting appointments and meeting with prospective customers and business owners
- Professional phone etiquette
- Meet exceed current and prospective client expectations
- Setting goals with an action plan
Insurance Trusted Advisor
You will gain valuable experience in the world of insurance sales and general customer service. Prior Insurance experience preferred but not necessary. ...
Insurance Trusted Advisor
You will gain valuable experience in the world of insurance sales and general customer service. Prior Insurance experience preferred but not necessary. ...
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