Customer Service Insurance Sales Agent

Summary

The Customer Service Insurance Sales Agent is pivotal in delivering exceptional client service while achieving individual sales targets. This role emphasizes building strong relationships with clients through a comprehensive understanding of insurance products. Candidates should possess a proven sales track record and demonstrate proficiency in managing the sales process, which includes identifying potential clients, creating proposals, and effectively closing sales. Professionalism and integrity are essential attributes for success in this position.

Responsibilities

• Plan and organize daily activities to engage with potential clients, including individuals and businesses.
• Expand existing client accounts by securing larger policies and coordinating promotional activities.
• Perform all sales functions, including responding to inquiries, preparing quotes, processing applications, and managing follow-up schedules.
• Follow up on leads and close sales effectively to meet and exceed sales goals and quotas.
• Maintain accurate records of client interactions and regularly update the database with information regarding inquiries, quotes, and opportunities.
• Utilize market research and business connections to identify new client opportunities.
• Participate in training sessions to enhance knowledge of products and sales techniques.
• Attend industry events and trade shows to broaden market reach and develop client relationships.
• Stay informed about all products and services offered by the company, ensuring a thorough understanding of product lines and pricing.

Requirements