Insurance Services Advisor - Bolingbrook, United States - David Franck Insurance Agency Inc.

David Franck Insurance Agency Inc.

Verified Company

Bolingbrook, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Farmers Insurance is looking for a talented individual to own your own business and become a part of one of the largest and most-respected insurance brands in the country through Agency Ownership.

Job Summary:
The Insurance Services Advisor is responsible for advising clients on suitable insurance products that meet their individual needs. This role involves assessing clients' insurance requirements, providing expert advice, and selling insurance policies.

The Insurance Services Advisor will build and maintain long-term relationships with clients, ensuring they receive the highest level of customer service.

Salary:
$ $ per year

Benefits
Annual Base Salary + Commission + Bonus Opportunities

Dental Insurance

Health Insurance

Life Insurance

Paid Time Off (PTO)

Vision Insurance

Work from Home

Flexible Schedule

Hands on Training

Disability Insurance

Career Growth Opportunities

Responsibilities

Key Responsibilities:

Client Consultation and Assessment:
Meet with clients to understand their insurance needs and financial objectives.

Conduct thorough assessments of clients' existing insurance coverage and identify gaps or areas for improvement.

Provide expert advice on insurance products and recommend appropriate solutions.

Sales and Business Development:
Generate new business by identifying potential clients through networking, referrals, and marketing activities.

Present and explain insurance products to clients, highlighting benefits, coverage options, and premiums.

Customize insurance programs to suit individual client needs.

Achieve or exceed sales targets and quotas.

Client Relationship Management:
Build and maintain strong, long-term relationships with clients.

Provide ongoing support and service to clients, addressing their inquiries and concerns promptly.

Conduct regular reviews of clients' insurance policies to ensure they remain appropriate and cost-effective.

Assist clients with claims processing and follow-up.

Product Knowledge and Education:
Stay informed about various insurance products, including life, health, property, casualty, and business insurance.

Keep up-to-date with changes in insurance regulations and industry trends.

Educate clients on the insurance policies they purchase and how these meet their needs.

Administrative Duties:
Maintain accurate records of client interactions and transactions.

Follow up with underwriters and provide necessary information for policy approval.

Ensure all documentation is complete and accurate.

Compliance and Ethics:
Ensure all sales activities comply with state and federal regulations and company policies.

Conduct business with the highest level of ethical standards and integrity.

Team Collaboration:
Work collaboratively with other team members and departments to ensure seamless client service.

Participate in team meetings and training sessions to enhance knowledge and skills.

Requirements Some benefits Farmers Agents enjoy**:

Brand recognition with an Fortune 500 insurance industry leader
Personal Lines products, Commercial Business Products, Financial Services
Extensive training, mentoring and sales support from our District Office and award winning University of Farmers
Highly competitive commission, renewal and bonus structure
Build equity for retirement/ Contract Value
Create a family legacy and pass your agency on to a relative or child
Flexible hours, control of your time & no working holidays
Group health and dental benefit plans available
Lead generation and marketing bonuses

We are always on the lookout for individuals who are looking to take control of their future and if you're interested we would love to speak with you.

There are a couple things we need from you though.

College degree preferred, but not required.
Sales & customer service & management experience
Excellent communication skills
Selfmotivated and goaloriented mindset
Ability to manage a marketing pipeline and sales funnel
Strong organizational and time management skills
Desire to be active in community and really help people navigate insurance needs
Desire to build a strong sales team to handle day to day operations
No bankruptcies within the last 5 years
Not more than $5000 in collections
Favorable criminal record
Be willing to work towards getting your Property, Casualty, Life and Health insurance licenses

Dave Franck

District Manager - District 08

Company Description
Farmers Insurance