Job Details

Company Description

The ForWard Insurance Agency is in its 12th year. The sales team is led by our CEO, who has been in Insurance Sales for nearly 30 years. We are a large independent brokerage that offers several free services to our clients.

Insurance Agent responsibilities:

• Approach clients via business-to-business visits and phone calls to inquire about their insurance situations and future needs.

• Be able to set appointments with decision-makers. Determine clients' specific needs and financial situations by scheduling fact-finding appointments and discovering the extent of present coverage and investments.

• Obtains information for quoting.

• Respond to clients' questions and concerns.

• Follow up with clients after initial meetings or conversations

• Establishes productive working relationships with clients.

• Explain the differences in policy specifics so clients can make informed decisions about their purchases.

• Obtains underwriting approval by completing an application for coverage.

• Follows protocol for preparing and completing enrollment.

• Plan future follow-up visits and need evaluations.

• Develops a book of business for long-term sources of clients.

• Compiles lists of prospects.

• Update job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.

• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.

Insurance Agent skills:

• Strong written and verbal communication skills

• Attention to detail.

• Ability to explain complex issues and concepts to customers so that they understand them fully.

• Prospecting skills

• Meeting sales goals

• Motivation for sales

• Product knowledge

• Organizational skills

• Positive attitude, empathy, and enthusiasm

• Able to gain in-depth knowledge of different types of insurance plans.

• Strong computer skills and ability to use various software, such as Microsoft Word, Excel, and PowerPoint

• Able to work in a TEAM environment as well as an individual

• Able to work with limited supervision.

• Goal-oriented with a focus on achieving sales objectives.

• Pleasant telephone manner

Qualifications:

• A minimum of a high school diploma or GED

• Prefers to have an associate or bachelor's degree in sales, marketing, or business administration.

• Be able to obtain a valid state-issued insurance license or have an active insurance license already in General Lines – life, accident, and health.

• Must have reliable transportation.

• Some travel may be required outside of city limits.

• Bilingual in Spanish preferred but not required.

Job Types: Full-time

Schedule:

• 8-hour shift

• Monday to Friday

Experience:

• Sales: 1 year (Preferred)

• customer service: 1 year (Preferred)

Education:

• High school or equivalent (Preferred)

License:

• Life and Health Insurance (Preferred)

Work Location:

• One location