Insurance Advisor bei undefined

JOB SUMMARY:

The Insurance Advisor’s main focus is to close sales. This position uses all resources and leads to begin selling conversations, assess the needs of clients, quote insurance through various carriers, and then sell the best possible policy. This position ensures that follow-up processes are in place.  The Insurance Advisor reports to the Company President and provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

JOB DUTIES AND RESPONSIBILITIES:     

• Serve as an insurance advisor to clients.   Analyze their insurance needs and compare to insurance packages available
• Sell new leads by determining the best protection plan to meet client risk management needs
• Follow the Company’s sales process 
• Adhere to Critical Success Factors (CSFs) and sales targets 
• Ability to effectively manage client policy inquiries, information requests, claims management, and changes to coverage
• Contact clients at time of renewal. Evaluate policies and find opportunities to increase protection and add policies as needed.
• Client relationship management.  Build relationships to earn client referrals.
• Perform other duties as assigned

REQUIRED QUALIFICATIONS:

• High school diploma or equivalent
• 2 years of sales experience
• Active Insurance Producer license in good standing
• Experience using CRM
• Familiar with Microsoft systems
• Ability to work on multiple projects simultaneously while accomplishing daily tasks
• Effective oral and written communication skills and excellent interpersonal skills
• Attention to detail, critical thinker and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to move with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations and capable of supporting a team 
• Maintain confidentiality discretion
• Ability to effectively work in collaboration with others to achieve business objectives
• Willing to grow and be challenged
• Attend training as requested

PHYSICAL DEMANDS:

• Ability to work in a traditional professional office setting 
• Prolonged periods of sitting at a desk and working on a computer 
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job-related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
• Ability to travel using personal vehicle to other office locations as needed
• The responsibilities may require occasional overnight travel