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About the role
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.
Requirements
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Some experience with accounting or sales lead software is beneficial
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulation.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
bookkeepingsales strategiesrisk managementinsurance productsanalytical skills
Soft Skills
interpersonal communicationcustomer serviceorganizational skillsattention to detail