Insurance Sales Representative
The Insurance Sales Representative is responsible for generating new business by prospecting, following up with leads, quoting insurance products, and building lasting customer relationships. This position is focused on sales performance and achieving individual production goals.
Responsibilities
- Contact and follow up with new and existing leads through phone calls, text messages, and email.
- Identify customer insurance needs and recommend appropriate coverage.
- Prepare and present insurance quotes for Auto, Home, Renters, Condo, Umbrella, and Life insurance.
- Close new business and meet monthly sales goals.
- Conduct policy reviews and identify cross-sell opportunities.
- Maintain accurate customer records and document all interactions in the agency CRM.
- Follow established sales processes and follow-up schedules.
- Stay current on insurance products, underwriting guidelines, and carrier updates.
Qualifications
- Property & Casualty License required (or willingness to obtain prior to employment).
- Previous sales experience preferred.
- Strong communication and interpersonal skills.
- Self-motivated with the ability to work independently.
- Organized and able to manage multiple opportunities simultaneously.
- Comfortable with outbound calling and consistent follow-up.
- Basic computer proficiency and ability to learn CRM software.
Preferred Skills
- Insurance sales experience.
- Experience working toward sales goals or quotas.
- Strong problem-solving and customer service skills.
- Ability to build rapport and earn customer trust.
Compensation
- Base salary plus commission.
- Performance-based bonuses.
- Paid training and opportunities for professional development.
Pay: $40,000.00 - $120,000.00 per year
Work Location: In person
