Insurance Sales Agent – Commercial

Responsibilities

• Sell multiple commercial insurance products and provide an exceptional customer experience.
• Promptly return calls to customer inquiries to finalize and/or preserve the sale.
• Recommend solutions and provide product options to meet customer needs, including increased coverage and product combinations.
• Demonstrate knowledge on specific insurance carrier product guidelines.
• Remain current on product offerings, enhancements, and/or changes/modifications.
• Maintain state licensing requirements, keep abreast of regulatory changes and requirements.
• Achieve acceptable retention on written business.
• Follow-up on past quotes and with clients.
• Ability to follow script – this is a highly regulated industry where compliance is critical.
• Responsible to develop relationships with Direct Referral Partners.
• Be able to ask for and inspire referred leads.
• Build rapport with callers.
• Be driven and ambitious with a willingness to work hard and competitive in team atmosphere to achieve company objectives with and personal production goals.
• Meet the needs of the business by following attendance, adherence, quality guidelines while maintaining the established production levels.

Requirements

• Excellent verbal and written communication skills.
• Strong computer and multi-tasking skills.
• Strong sales skills with an ability to overcome objections to influence and persuade customers to purchase insurance products.
• Take initiative, multi-task, be collaborative, and use sound judgment in decision making and problem solving.
• Ability to provide professional and a winning customer experience.
• Ability to embrace change and make adjustment when necessary.
• Ability to build relationships with business partners and inspire referred leads.
• Demonstrated Ability to set and achieve goals.
• Successfully complete all product and/or skill-enhancement training.
• Demonstrated proficiency of MS Office products (Outlook, Word, and Excel), internet, and other related computer applications.
• Flexibility with work schedule to meet the needs of customer and the business.

Qualifications

• High school diploma or equivalent – required.
• College degree (preferred).
• Active property and casualty license – required.
• AFI home certification – required.
• AFI commercial training course - required.
• Pass and/or maintain required state licensing and carrier appointments.
• Pervious commercial sales experience – preferred.
• Pass AFI Compliance Guideline qualifications.
• If bilingual, 100% proficiency in English and Spanish, verbal and written, is required.