Insurance Sales Agent

Job Duties & Responsibilities

• Sell company products and services through established channels within your assigned territory.
• Review daily engagement metrics—including call volume, quote production, closing ratios, and fee averages—to hit performance targets.
• Execute daily grassroots marketing initiatives to build brand awareness and generate sales leads.
• Conduct daily follow-up calls utilizing leads generated from marketing events.
• Establish, monitor, and maintain strong business relationships to drive local marketing activities.
• Create and coordinate localized agency campaigns to drive revenue and foster customer appreciation.
• Maintain healthy client relationships, follow up on all active quotes, and process renewal quotes efficiently.
• Ensure all carrier underwriting (UW) guidelines are strictly followed when binding business.
• Provide fast, attentive, and friendly customer service, including processing client payments.
• Manage end-of-shift financial administrative tasks, including counting money, balancing the Daily Deposit Report, and preparing daily or nightly bank deposits.
• Maintain a clean, professional agency environment stocked with marketing materials and office supplies.
• Travel to various store locations as operationally needed.

Requirements

• High School diploma or equivalent preferred.
• Customer service and Sales experience is highly preferred.
• Bilingual skills (English/Spanish) are required for certain locations.
• Excellent written and verbal communication skills.
• Proficiency with computers and data entry is necessary to capture accurate client information quickly.

Qualifications

• No prior insurance experience is required.

Skills

• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Effective time management and organizational skills.
• Basic computer skills, including data entry and familiarity with insurance software.

Benefits & Perks

• Paid Licensing: We cover the cost of your pre-licensing education, exam fees, and ongoing license renewals.
• Paid Training: Comprehensive onboarding to teach you the insurance industry from scratch.
• Competitive Medical, Dental, and Vision plans.
• 401(k) Retirement Plan, plus Short-Term Disability and Life Insurance coverage.
• Paid Time Off: Earned paid vacations and paid company holidays.