Licensed Insurance Sales Agent:

A Licensed Insurance Sales Agent will sell automotive, property, casualty, life, health, and other types of insurance policies and coverage.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Contacts prospective clients about insurance products and policies.
• Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
• Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
• Suggests modifications and updates to clients existing insurance policies.
• Builds customized insurance policies and packages to meet clients needs.
• Processes insurance policy renewals.
• Assists clients with filing insurance claims.
• Maintains print and electronic records and files as required.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Extensive knowledge of various insurance products and policies.
• Ability to determine the best insurance policy for individual clients.
• Excellent interpersonal and sales skills.
• Ability to identify and contact prospective clients.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.

Education and Experience:

• High school diploma or equivalent required
• Licensed to sell insurance in applicable state or ability to obtain license within first 6-months.
• Two years of related experience preferred but not required.
• Prior customer service experience required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

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