Job Summary
Convex Insurance is seeking a dynamic and motivated Licensed Insurance Agent to join our team and drive our mission of providing exceptional insurance solutions. In this role, you will leverage your licensing credentials to sell a variety of insurance products, including commercial, property, and casualty insurance. Your energetic approach will help build strong customer relationships, identify client needs, and deliver tailored coverage options that meet their unique circumstances. This position offers an exciting opportunity to grow your career in a fast-paced environment dedicated to customer service excellence and sales growth.
Duties
- Engage with prospective clients through outside sales efforts, including community events, networking, and telemarketing campaigns to generate leads and expand the customer base
- Conduct thorough needs analysis to recommend appropriate insurance products aligned with client requirements
- Negotiate policy terms and pricing with clients to secure mutually beneficial agreements
- Manage client accounts using CRM (Customer Relationship Management) systems to track interactions, policy details, and follow-up activities
- Provide comprehensive customer service by explaining policy features, benefits, and coverage options clearly and transparently
- Stay current on insurance regulations, industry trends, and product offerings to ensure compliance and deliver expert advice
- Assist clients with benefits administration, claims processes, and policy renewals to foster long-term relationships
Skills
- Proven experience in outside sales and retail sales environments with a focus on insurance or related financial products
- Strong negotiation skills to close deals effectively while maintaining client satisfaction
- Excellent communication skills in multiple languages; bilingual abilities are highly valued for diverse client engagement
- Proficiency in Microsoft Office suite (Word, Excel, Outlook) for documentation and reporting purposes
- Analysis skills to evaluate client needs accurately and recommend suitable coverage options
- Deep understanding of commercial insurance knowledge alongside health, life, property casualty insurance expertise
- Familiarity with insurance regulation standards and compliance requirements within the industry
- Experience with CRM systems for client management and sales tracking
- Customer relationship building skills that foster trust and loyalty over time
- Knowledge of benefits administration processes for individual or corporate clients
Join us as a Licensed Insurance Agent where your enthusiasm for sales meets your passion for helping others protect what matters most. Your proactive approach will be instrumental in delivering outstanding service while advancing your career in the vibrant world of insurance!
Pay: $52,569.05 - $63,308.97 per year
Work Location: In person
