Insurance Agent

Job title:

Insurance Agent

Company

KABS Technology Solutions

Job description

Job Title: Insurance Sales RepresentativeOverview: An Insurance Sales Representative plays a pivotal role in the insurance industry, responsible for generating new business, retaining existing clients, and providing exceptional customer service. This role involves a combination of salesmanship, relationship-building, and in-depth knowledge of insurance products and services. Insurance Sales Representatives work for insurance companies or agencies, promoting various insurance policies such as life, health, auto, property, and casualty insurance.Responsibilities: * Sales Generation:

• Actively prospect and generate leads through various channels including cold calling, referrals, networking, and online inquiries.
• Conduct thorough needs assessments to understand clients’ insurance requirements and recommend suitable policies.
• Present and explain insurance policy options to potential clients.
• Close sales and achieve monthly/quarterly sales targets.
• Customer Relationship Management:

• Develop and maintain strong relationships with existing clients to ensure retention and satisfaction.
• Address client inquiries, concerns, and policy changes promptly and professionally.
• Provide ongoing support and guidance to clients throughout the policy lifecycle.
• Product Knowledge and Consultation:

• Stay updated on industry trends, market conditions, and regulatory changes affecting insurance products.
• Educate clients on various insurance options, coverage details, and policy features.
• Analyze clients’ current insurance coverage and recommend adjustments or additional products as needed.
• Administrative Tasks:

• Prepare and process insurance policy applications, endorsements, and renewals accurately.
• Maintain detailed records of client interactions, sales activities, and policy changes in CRM systems.
• Collaborate with underwriters, claims adjusters, and other internal teams to ensure seamless service delivery.
• Compliance and Ethics:

• Adhere to legal and regulatory requirements governing insurance sales and practices.
• Conduct all business activities with honesty, integrity, and transparency.

Requirements

• Bachelor’s degree in Business, Marketing, Finance, or related field preferred.
• Proven track record of success in sales, preferably in the insurance or financial services industry.
• Excellent communication, negotiation, and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in using CRM software and other sales tools.
• State insurance license required (may vary depending on location).
• Continuing education and training in insurance products and sales techniques may be necessary to maintain licensure and stay current in the field.

Expected salary

Location

Ottawa, ON

Job date

Sat, 20 Apr 2024 07:49:52 GMT

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