[[The Insurance Agency is searching for a competitive Insurance Team Member who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.
[COMPETENCIES EXPECTED FOR THIS ROLE:
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Enthusiastic and motivated to assist customers with insurance and financial services to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
Excellent interpersonal skills
Organizational skills
Self-motivated
Detail oriented
Dedicated to customer service
Ethical and Honest
Pride in getting work done accurately and timely
Must have an applicable license
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Ability to effectively relate to a customer
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options
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