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Insurance Sales Agent

Insurance Sales Agent

HomeFirst AgencyTucson, AZ, US
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Insurance Sales Agent

The Insurance Sales Agents position exists to make daily outbound sales calls, answer inbound sales calls / referrals, respond to web leads, and to offer insurance quotes to prospective new customers through the many top carriers we represent.

Essential Functions :

  • Performs outbound call prospecting, contacting potential customers, identifying needs, assuring qualification, and closing sales.
  • Answers calls, prepare and underwrite quotes generated from incoming sales calls.
  • Maintains follow up bucket to continue to drive the sales process and closeout completed sales.
  • Underwrites policies with a fair and objective process that protects the company and provides correct and adequate coverage for our customers.
  • Gathers and maintains records, files, and additional underwriting exhibits such as pictures and appraisals.
  • Prepares and email quotes from potential customers requesting quotes via HomeFirst Agency website.
  • Helps prepare and maintain marketing materials for various sales and mailing campaigns.
  • Communicates with Vanderbilt and other outside lenders to facilitate processes after the sale.
  • Performs other duties as assigned.

Qualifications :

  • High School Diploma or GED required. Some college or insurance training would be helpful.
  • Must have or be able to obtain TN Property & Casualty Insurance License within 90 days. Life licensing is a plus. This includes attending required time at Insurance School and passing the state exam. Continued education is also required.
  • Must possess the ability to clearly communicate with customers, peers, and superiors alike, explaining complex concepts and addressing numerous concerns from potential clients.
  • An Agent must be able to manage many tasks simultaneously, be an expert time manager, self-sufficient and able to work with minimal to no supervision.
  • Outbound sales, cold-calling and telephone prospecting skills are bolstered by clear speaking ability, creative conversation, empathetic and active listening skills, and deductive / investigative reasoning abilities.
  • An Agent is expected to complete underwriting on policies that are going to be issued. This requires insightful thinking and deductive reasoning abilities.
  • Flexible and adaptive to change. An Agent must be able to anticipate potential problems and develop solutions rapidly.
  • Possess organization and follow-up skills.
  • AS400, Excel, Word, and Link experience a plus.

    • Physical Demands :

  • Must be able to remain in a stationary position 75% of the time.
  • Constantly operate a computer and other office productivity machinery, such as a telephone, calculator, copy machine, and computer printer.
  • Ability to talk and type at the same time.
  • 90% communication methods completed over the phone. Must be able to exchange accurate information at all times.
  • Ability to identify and assess account status and determine appropriate process.
  • Constantly works in an indoor temperature controlled, sealed window office environment, or flexibility to work from home.
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    Insurance Sales Agent • Tucson, AZ, US