May 19, 2019

SUMMARY

Several well-respected local insurance companies looking for an insurance sales representative, preferably licensed, but will consider someone who is willing to get licensed ASAP. This full time, long term position would be responsible for selling insurance policies and other services, including mutual funds, annuities, and securities, and financial planning services, depending on the company.

DUTIES for Insurance Sales Representatives

  • Sell insurance policies to potential clients
  • Help individuals, businesses, and families select the most appropriate policies for health, life, property, etc
  • Offer property and casualty, life, health, disability, and long-term care insurance, dependant on the company
  • Sell policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that can damage property
  • Pay beneficiaries when policyholders pass
  • Advise clients on how to minimize risk
  • Advise clients on retirement planning, estate planning, and also provide assistance in setting up pension plans for businesses
  • Seek out leads and new clients
  • Maintain reports and records of insurance policies
  • Match insurance policies for clients with the companies that offer the best rates and coverage
  • Obtain and send out price quotes
  • Process applications
  • Maintain regular contact with clients
  • Answer questions and make changes to existing policies

QUALIFICATIONS for Insurance Sales Representatives

  • High school diploma required
  • Must have insurance license or be willing to get licensed immediately upon hire
  • Minimum of 1-3 years of clerical experience is required
  • Requires excellent communication skills, including exceptionally professional written and verbal correspondence
  • Excellent computer knowledge, including MS Word, Excel, Outlook, and internet
  • A high level of attention to detail and accuracy is required
  • Good problem solving skills and good judgment
  • Must be able to work in a fast paced environment, learn new things quickly, handle multiple tasks, and prioritize responsibly
  • Must be self-motivated to work independently, as well as work well on a team
  • Must have strong attendance record and work ethic, and maintain a positive attitude at all times
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