Insurance Agent - Naperville, United States - COUNTRY FINANCIAL

COUNTRY FINANCIAL

Verified Company

Naperville, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Title:
Sub-Producer to Insurance Agency

Overview:
Join our dynamic team as a Sales Associate to a reputable
Insurance Agency.

You'll be the right hand of a successful agency in the insurance industry, providing crucial support and enabling seamless operations.

This role requires impeccable organization, a proactive mindset, and a commitment to excellence in sales and customer service.

We are looking for a result-driven Sales Associate to be responsible for all sales job duties, from generating leads to closing sales.

MUST HAVES:

Experience making warm sales calls and being comfortable calling on warm leads and scheduling appointments.
Strong social media presence and familiar with marketing on social media and networking in general
Willing to work in an office environment on a fulltime basis.
Team player mindset
Excellent communication skills
Empathy and patience
Effective time management skills

Responsibilities:

Skills:
Proven work experience as a sales representative with basic understanding of sales principles and customer service. Ability to maintain a positive attitude and focus on customer satisfaction in a fast
- paced environment.

Administrative Support:
Manage calendars, coordinate appointments, and handle correspondence to ensure efficient day-to-day operations.

Client Liaison:
Selling products and services while taking care of customers.

Act as a point of contact for clients, assisting them through the buying process, offering exceptional service, addressing inquiries, and facilitating communication between clients and the broker.

Documentation and Record Keeping:
Prepare and maintain accurate client files, policies, and documentation, ensuring compliance with industry standards and regulations.

Marketing and Sales opportunities:
Collaborate with the agency owner to execute marketing strategies, including outreach, campaigns, and client relationship management. Planning and attending marketing/networking activities, actively seeking new business relationships and events.

Policy Management:
Assist in the creation, modification, and renewal of insurance policies, ensuring accuracy and completeness of information.

Meeting Preparation:
Prepare materials, presentations, and reports for client meetings, ensuring the broker is equipped with all necessary information.

Qualifications:

Experience: Previous experience in an sales role, preferably within the insurance or financial industry.
Organizational Skills: Exceptional organizational abilities and attention to detail are crucial in managing multiple tasks and priorities effectively.
Communication: Excellent verbal and written communication skills are essential for client interactions and correspondence.
Tech Proficiency: Proficiency in MS Office Suite and familiarity with industryspecific software or CRM systems.
Adaptability: Ability to thrive in a fastpaced environment and adapt quickly to changing priorities and situations.
Confidentiality: Uphold the highest standards of confidentiality and integrity when handling sensitive information.

Benefits:

Competitive salary and opportunities for career growth within the insurance industry.
Collaborative and supportive work environment fostering professional development.
Exposure to diverse facets of the insurance industry and opportunities for skill enhancement.

If you're passionate about providing top-notch service and, fostering client relationships, and contributing to the success of a reputable insurance agency, we invite you to join our team and make an impact in the industry.

Job Types:
Full-time, Part-time, Permanent

Pay:
$ $30.00 per hour

Expected hours:
per week

Benefits: