Market in the local community, realtors, business groups and build relationships
Quote and sell insurance products to potential clients
Build and maintain strong relationships with clients to ensure customer satisfaction
Analyze clients' insurance needs and provide appropriate recommendations
Explain policy details, coverage limits, and exclusions to clients
Assist clients in completing insurance applications and necessary paperwork
Process policy changes, endorsements, and claims accurately and efficiently
Stay updated on industry trends, regulations, and changes in insurance policies
Collaborate with underwriters to negotiate terms and conditions for policies

Ability to work in the office Monday-Friday from 8:30am-5:00pm EST
Must be 18 years old
High School Diploma
Proven experience in sales administration, retail sales or people facing roles
Excellent interpersonal and communication skills
Must be fluent in English (*Spanish is a plus)
Strong analytical skills with the ability to analyze data and make informed decisions.

Insurance Agent – Entry Level

Key skills