Life Insurance Agent
Job Description
Job Description
Benefits :
- Paid company trips
- Free Mortgage License
- Free Insurance License
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
- Tuition assistance
Benefits / Perks :
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Performance Based Career
- Mentorship one on one
Job Description
The Personal Lines Producer at Team Proximity is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.
Responsibilities :
- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
Anticipate, respond to, and follow up on all existing client needs.
- Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
- Obtain best coverage / rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
Present policies to insured and educate them on coverages and rates.
- Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
- Support and prepare clients for renewal and retention, and maintain strong client relationships.
- Anticipate, respond to, and follow up on all existing client needs.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications :
- Possess a valid drivers license and a source of reliable transportation.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
Flexible work from home options available.
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