-
Assess client needs through detailed discussions to recommend homeowners, auto, business, and liability insurance policies.
-
Explain coverage options, calculate premiums, and process policy applications with accuracy.
-
Prospect new clients via leads and referrals while maintaining strong relationships with existing policyholders to ensure renewals.
-
Guide clients through claims processes and collaborate with adjusters to resolve issues efficiently.
-
Maintain up-to-date knowledge of state regulations and underwriting guidelines to ensure legal compliance.
-
Active Property & Casualty Insurance License (required).
-
1+ years in insurance sales or customer service preferred; new agents with strong sales aptitude encouraged to apply.
-
Exceptional communication and negotiation abilities.
-
Proficient in Microsoft Office and insurance CRM software.
-
Detail-oriented with strong organizational skills.