Description

Responsibilities

• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Develop and deliver risk management strategies for each customer based on their risk profile
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders

Qualifications

• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Experience with accounting and or sales lead software is a plus
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Insurance license required
• Bachelor’s degree preferred; high school diploma required

Compensation

$91,000 - $111,000/year

About Sherrill Insurance Agency