Insurance Advisor
6 hours ago
We are seeking a results-driven and client-focused
Insurance Agent
to join our team. In this role, you will act as a trusted advisor, helping individuals, families, and businesses identify their unique insurance needs and select the best policies to protect their assets and ensure financial security. The ideal candidate is a self-starter with excellent communication skills and a passion for building lasting client relationships.
Key Responsibilities
- Prospect and Generate Leads:
Actively seek out and contact potential clients through networking, referrals, and cold calling to build a robust book of business. - Assess Client Needs:
Conduct detailed interviews and financial needs analyses with prospective clients to understand their financial situation, existing coverage, and long-term goals. - Present and Sell Policies:
Explain the features, benefits, terms, and conditions of various insurance products (e.g., life, health, auto, property, commercial) and recommend customized solutions that meet client criteria and budget. - Manage Client Relationships:
Maintain regular communication with clients, provide ongoing support, and periodically review policies to ensure coverage remains adequate after major life changes or as needs evolve. - Facilitate Paperwork and Claims:
Guide clients through the application and underwriting process, ensure all documentation is completed accurately, and assist with claim submissions and resolutions. - Achieve Sales Targets:
Meet or exceed individual and team sales goals and performance metrics. - Stay Informed:
Continuously update job knowledge by participating in educational opportunities, staying abreast of market trends, and adhering to all state and federal regulations.
Qualifications
- High school diploma or equivalent.
- Proven experience in a sales or client-facing role, preferably within the insurance industry.
- Strong interpersonal skills and a customer-first mindset to build trust and rapport.
- Self-motivated, goal-oriented, and organized with strong time-management abilities.
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