Insurance Agent
Combined Agents of America, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Colorado • Iowa • United States
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Salary
💰 $40,000 - $100,000 per year
About the role
- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
- Anticipate, respond to, and follow up on all existing client needs.
- Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
- Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
- Present policies to insured and educate them on coverages and rates.
- Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
- Support and prepare clients for renewal and retention, and maintain strong client relationships.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Requirements
- Hold the insurance license required by your state.
- Two years of personal and/or commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience preferred, but open to new entrants into the industry.
- Possess a valid driver’s license and a source of reliable transportation.
- Demonstrated ability to learn insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
- Proven track record of sales success preferred.
- Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
Benefits
- Competitive Pay - base salary, plus new and renewal commission, and benefits
- Unlimited commission income can be earned
- Flexible schedule
- Flexible location (this is NOT fully remote)
- Back office support team for servicing clients
- Professional Development
- Job Stability in a growing industry
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance account managementsales successpresentation skillspersuasion skillsnegotiation skillstime managementbusiness judgmentdecision-makingwritten communicationverbal communication
Soft Skills
people-orientedcustomer-focusedprofessionally assertiveorganizational skillsability to work without supervisionteam collaborationmentoringclient relationship developmentclient servicingadaptability
Certifications
insurance licenseBachelor's Degree