Insurance Service & Sales Professionals

$40,000 - $45,000/Yr

Diverse Hire Consulting LLC - Beaufort, SC

Full-time - Entry Level

Beaufort, SC

About the position

The Insurance Service & Sales Professional role involves being the primary point of contact for clients, focusing on building strong relationships and generating new business through comprehensive insurance solutions. The position emphasizes a customer-first approach, where the professional assesses clients' insurance needs and offers tailored coverage options to help secure their financial future.

Responsibilities

• Conduct thorough assessments of clients' insurance needs and provide appropriate recommended tailored solutions (including auto, home, life, and commercial insurance).
• Process policy changes, renewals, and cancellations efficiently.
• Address and resolve claims inquiries, guiding clients through the claims process.
• Provide outstanding customer service to clients via phone, email, and in-person interactions.
• Prospect and generate leads through networking, referrals, cold calling, and other sales strategies.
• Build and maintain strong relationships with clients, providing ongoing support and policy reviews.
• Follow up with clients to ensure satisfaction and offer additional coverage options as their needs evolve.
• Collaborate with underwriters and other team members to secure coverage and resolve client issues.
• Stay up to date with insurance industry trends, products, and regulations.

Requirements

• Proven experience in sales, preferably in insurance or financial services.
• Experience in customer service roles is highly desirable.
• NC State Insurance Licenses in P&C, Life, Health (or the ability to obtain).
• Strong communication, negotiation, and interpersonal skills.
• Ability to build rapport with clients and prospects.
• Detail-oriented with strong organizational and time-management skills.
• Proficient in CRM, Microsoft Applications.
• High school diploma or equivalent.

Nice-to-haves

• Familiarity with sales administration processes is a plus.

Benefits

• 401(k)
• Flexible schedule
• Paid time off
• Paid holidays
• Ongoing training and professional development
• Supportive team environment with opportunities for growth
• Opportunity for career advancement within the agency