Description

Responsibilities

• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs

Qualifications

• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• High school diploma necessary; college degree a bonus
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Working knowledge of accounting and sales lead software is a plus
• Valid insurance license required or candidates must be willing to get licensed

Compensation

$111,000 - $123,000 at plan commission

About Sherrill Insurance Agency