Related skills
crm negotiation customer service lead generation microsoft officeπ Description
- Understand life, health, property, and casualty insurance products.
- Generate leads via cold calling, networking, referrals, and marketing.
- Meet clients to assess insurance needs and recommend coverage.
- Prepare and present quotes, proposals, and policy documents.
- Build and maintain strong client relationships for retention.
- Collaborate with underwriters and claims adjusters to serve clients.
π― Requirements
- High school diploma or equivalent; college degree preferred.
- Valid insurance sales license or ability to obtain one within timeframe.
- Proven experience in insurance sales, customer service, or related field.
- Strong interpersonal and communication skills; ability to build rapport with clients.
- Excellent negotiation, presentation, and problem-solving abilities.
- Proficiency with computers, CRM systems, and Microsoft Office.
π Benefits
- Medical, dental, and vision insurance options
- Life and other insurance options
- 401(k) plan
- Paid time off and holidays
- Annual discretionary bonus
- Benefits overview details
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