Description

Responsibilities

• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales

Qualifications

• Candidates must have or be willing to get an insurance license
• Basic computer skills including proficiency with Microsoft Office suite is required
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• High school diploma necessary; college degree a bonus
• Experience using accounting or sales-related software is beneficial

Compensation

$87,000 - $93,000/year

About Sherrill Insurance Agency