Overview
Join our dynamic team as an Associate Agent and become a vital part of delivering exceptional customer service and innovative insurance solutions. In this energetic role, you will engage with clients, assess their needs, and provide tailored insurance options across various coverage areas including health, life, property, casualty, and commercial insurance. Your proactive approach and excellent communication skills will help build lasting customer relationships while supporting our mission to protect what matters most to our clients. This paid position offers a fantastic opportunity to develop your sales expertise within a collaborative and growth-oriented environment.
Responsibilities
- Engage with prospective and existing clients through outside sales efforts, including retail sales environments and community outreach.
- Conduct thorough needs analysis to recommend appropriate insurance products tailored to individual client circumstances.
- Negotiate policy terms and coverage options effectively, ensuring mutual satisfaction and compliance with insurance regulations.
- Manage sales administration tasks using CRM systems to track leads, follow-ups, and policy details accurately.
- Build strong customer relationships by providing exceptional service, addressing inquiries promptly, and maintaining ongoing communication.
- Stay informed about industry trends, insurance regulation updates, and product knowledge across health, life, property casualty, and commercial insurance sectors.
- Collaborate with team members to achieve sales targets while adhering to compliance standards such as HIPAA for health-related policies.
Skills
- Proven experience in outside sales or retail sales environments with a focus on client engagement.
- Strong negotiation skills combined with excellent communication abilities in multiple languages; bilingual proficiency is highly desirable.
- Knowledge of insurance products including life, property casualty, and commercial insurance; familiarity with HIPAA regulations is a plus.
- Proficiency in Microsoft Office applications for efficient sales administration and client management.
- Analytical skills to assess client needs accurately and recommend suitable coverage options.
- Exceptional customer service skills with the ability to build trust and long-term relationships.
- Understanding of insurance regulation standards to ensure compliance during all sales activities.
This Associate Agent role is an exciting opportunity for motivated individuals eager to grow their careers in the insurance industry while making a meaningful difference in clients’ lives through dedicated service and expert guidance.
Pay: $47,922.03 - $57,712.55 per year
Benefits:
- Flexible schedule
- Paid time off
- Work from home
Work Location: Hybrid remote in Springfield, OR 97477
