
Insurance Advisor
CROSS POINTE INSURANCE ADVISORS, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming • 🇺🇸 United States
Visit company websiteSalary
💰 $45,000 - $75,000 per year
Job Level
Mid-LevelSenior
About the role
- Identify, qualify, and develop commercial 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.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
Requirements
- Must be able to obtain Commercial Insurance license.
- Have a proven track record of business-to-business sales success.
- 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.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business-to-business salessales activity documentationclient relationship management
Soft skills
presentation skillspersuasion skillsnegotiation skillscustomer-focusedorganizational skillsdecision-makingwritten communicationverbal communication
Certifications
Commercial Insurance license