Insurance Sales Agent

Acceptance Insurance • East Point, GA

457d • $26,000 - $33,010

About The Position

The Insurance Sales Agent position involves assessing customer needs and advising clients on coverage options while providing excellent customer service. The role requires developing relationships with business partners, performing marketing activities, and maintaining knowledge of company products and industry competitors. The agent will also handle customer inquiries, manage records, and ensure customer satisfaction throughout the sales process.

Requirements

• Excellent customer service and interpersonal skills.
• Ability to read, analyze and interpret general business periodicals and technical procedures.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions.
• Ability to solve practical problems and deal with situations with limited standardization.
• Ability to perform basic arithmetic operations and compute percentages.
• Ability to carry out detailed written or oral instructions.
• Skill in using a keyboard, computer, fax machine, scanner, and copier.
• Valid driver's license and proof of automobile insurance.
• Ability to secure a Personal and Casualty Lines insurance license within 60 days of hire.
• High School Diploma or equivalent.
• 1-2 years related experience and/or training.
• Knowledge of Microsoft Word, Microsoft Excel, and AS-400/Mocha.

Nice To Haves

• Bilingual (English/Spanish) individuals preferred.
• Dept of Insurance License preferred.

Responsibilities

• Assess customer needs and advise clients on coverage options.
• Provide quotations, pricing, and required information to prospects with excellent customer service.
• Complete the sales process for each customer with excellent customer service.
• Develop and maintain relationships with business partners around the community.
• Perform outside marketing activities to generate company sales.
• Prepare quotations on customer change requests to policies.
• Receive and respond to all customer inquiries and complaints.
• Request any missing or required information from customers and follow up for that information.
• Maintain strong knowledge of all company products, pricing, and policy features.
• Maintain knowledge of industry competitors and provide critical market feedback to your supervisor.
• Direct customer service representatives (CSRs) in tasks relating to coverage of retail office.
• Follow-up routinely with customers on all open or unresolved issues.
• Answer the telephone in a prompt, professional and courteous manner.
• Report any and all conditions affecting customer satisfaction.
• Maintain appropriate records including time worked and reporting of sales activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED