Insurance Specialist

We are seeking a motivated and experienced Insurance Specialist preferrably with a 2-20 or 4-40 license to join this dynamic team. This dual role position will be split between working in both commercial and personal insurance lines. The ideal candidate has 2-5 years of experience, a self-starting attitude, and a proven track record of success in sales and customer service. You will be responsible for fulfilling quotes, generating referrals, and building strong relationships within the community.

Key Responsibilities:

• Manage and service a mixed portfolio of commercial and personal insurance clients.
• Provide expert advice on insurance products, coverages, and policies for both commercial and personal lines.
• Generate and manage insurance quotes for potential clients.
• Build and maintain a strong network of referral sources, particularly within the real estate industry, to drive business development.
• Meet clients to discuss their insurance needs, providing exceptional service and personalized solutions.
• Participate in ongoing training and stay updated on industry trends, regulations, and products.
• Utilize CRM tools to manage leads, opportunities, and client relationships.
• Maintain and exceed sales targets and goals set by the company.

Qualifications:

• 220 or 440 Insurance License (preferred).
• 2-5 years of experience in the insurance industry, with a focus on both commercial and personal lines preferred.
• Proven ability to generate leads, close sales, and manage client relationships.
• Strong communication and negotiation skills.
• Self-motivated and goal-oriented, with the ability to work independently and within a team.
• Strong networking skills, with the ability to build relationships with professionals and other referral sources.
• Detail-oriented with the ability to manage multiple tasks and deadlines.
• Ability to use insurance software and CRM tools effectively.