Insurance Sales Agent

$35,000 - $45,000/Yr

Leaders Insurance - Trinity, FL

Full-time - Entry Level

Trinity, FL

Insurance Carriers and Related Activities

About the position

The Insurance Sales Agent is responsible for providing customer service and selling Personal Lines Insurance within an established agency. This role involves servicing existing clients, quoting and selling insurance, and developing new business opportunities while meeting office goals and service responsibilities.

Responsibilities

• Service and support existing clients as needed.
• Quote and sell personal lines insurance.
• Meet office goals and service responsibilities.
• Identify and develop insurance prospects.
• Respond to referrals quickly and effectively.
• Prequalify prospects for insurability and quality of risk.
• Create and maintain client and/or prospect lists.
• Design insurance plans and recommend coverages to clients.
• Create proposals and make sales presentations to prospective and existing clients.
• Complete and submit applications and related documentation to insurance markets.
• Ask for referrals to generate new business.
• Explain coverages and exclusions and document explanations.
• Help develop a book of business that is profitable for the agency and carriers.

Requirements

• Must have an active Property & Casualty insurance license (220/440/2044).
• Ability to communicate verbally and in writing with others to explain complex issues.
• Can receive and interpret complex information and respond appropriately.
• Ability to understand written and oral communication and interpret abstract information.
• Full knowledge of insurance products and usages.
• Adequate knowledge of rating procedures, coverages, and industry operations.
• Knowledge of insurance markets, rating, and underwriting procedures.
• Ability to generate retain existing business and generate new sales.

Nice-to-haves

• Insurance License (Preferred)

Benefits

• Paid time off