Description

Responsibilities

• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Remain updated about insurance industry changes that may affect customers in your portfolio

Qualifications

• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
• Job seekers must already have or be willing to get an insurance license
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• High school diploma necessary; college degree a bonus
• Working knowledge of accounting and sales lead software is a plus

Compensation

$52,000 - $67,000/year

About Sherrill Insurance Agency