Responsibilities

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

• The following licenses: Property and Casualty license (must have currently)
• Life and Health license (must be able to obtain)
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Experience in marketing
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Education or degrees not specified

Preferred

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Experience in marketing

Benefits

• Hourly pay plus commission/bonus
• Health benefits
• Profit sharing
• Paid time off (vacation and personal/sick days)
• Valuable experience