Licensed Insurance Professional

Objectives of this role

Develop and execute marketing strategies for new insurance contracts, including automotive, casualty, health, life, and property

Customize programs to cover client risks

Cultivate prospective new business through cold calls, emails, referrals, and networking

Monitor insurance claims and ensure customer satisfaction

Responsibilities

Generate sales leads from various engagement initiatives within defined territory

Proactively contact leads and schedule appointments to recommend appropriate policies, quotes, and coverages

Determine specific client needs by researching current coverage and options, and grow and maintain business through product sales, cross-sales, referrals, your own circle of influence, and renewals

Meet or speak with clients daily, providing information about policies and answering questions related to coverage and premiums

Obtain underwriting approval through completion of coverage application

Expand professional skill set through workshops, networking events, and professional organizations

Required skills and qualifications

High school diploma or equivalent

Current licensure and good standing with relevant authorities