- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- 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
- Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Job seekers must have an insurance license
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Experience with accounting and or sales lead software is a plus
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Insurance Agent - Tampa, United States - NYL-Jian Guan
Description
We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients.
The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.
If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you We'll provide you with the training, mentoring, and support you need to take your earning potential into your own hands.
If this sounds like you, apply todayResponsibilities
Qualifications