What are the responsibilities and job description for the Life Agent position at Comfort Insurance Corp?
Job Description
Job Description
Benefits :
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Vision insurance
PURPOSE :
Our Sales Agent provides service to clients' changing insurance needs by selling and servicing various policy types such as auto, homeowners, commercial, life, health, and disability insurance. They explain policies, guide customers in selecting, and maintain each clients insurance records. Sales Agents identify client insurance needs, make recommendations, and bring clients to closure by establishing identified insurance products for new and existing client relationships. This position is a sales role with sales goals that are outlined in a separate pay plan.
Important License Information :
Employee must have a Florida Life Agent License (2-14) or be willing to acquire the 2-14 license through the company. Employee must be willing to acquire 2-14 license within the first 30 days of employment. After passing the 90-day probationary period, Comfort Insurance and Finances will fully reimburse 50% of the licensing cost.
DUTIES AND RESPONSIBILITIES :
Production of new insurance agency business
Assisting with ongoing service to clients
Responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products.
Prospecting, generating new business, retaining book-of-business cross-selling, and customer service. (40 outbound calls a day, 20 outbound texts a day, 20 outbound emails a day)
Helps the agency achieve long-term success by following the agencys guidelines and operational processes.
Determines clients' needs by quoting and explaining coverage options that meet their immediate and long-term goals.
Obtains underwriting approval by completing application for coverage.
Completes coverage by delivering policy, planning future follow-up visits, and evaluating needs.
Provides continuing service to customers by thoroughly completing service requests, customer policy reviews, and courtesy follow-up calls
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
Ability to project energy and motivate others
Professional image and rapport-building skills
Posses good time management and organizational skills
Aggressive pursuit of business and personal advancement
Responsible for training and onboarding new team members within the department, ensuring they have the necessary knowledge and resources to succeed in their roles.
Motivated towards continued professional and personal development
JOB QUALIFICATIONS :
Must be willing to acquire the 2-14 license through the company or have a Florida Life Agent License (2-14).
Must be licensed and have at least 2 years of experience OR not licensed but have at least 2 years in the insurance field / industry & be willing to become a licensed agent OR not licensed but must have 5 years of sales experience & be willing to become a licensed agent.
Speak fluent Spanish.
Ability to answer a high volume of calls and / or emails daily.
Ability to collaborate with and share workload with the sales team.
Technical and critical problem-solving skills.
Interpersonal skills to create a pleasant experience for all customers, such as being personable and attentive.
Ability to project energy and motivate others.
Aggressive pursuit of business and personal advancement.
This position requires a person who can work under stress and deal effectively with the public in a professional manner.
23 years of relevant experience in an office environment.
Able to type a minimum of 35 words per minute (minimum).
Results-driven, persistent - able to self-direct and work independently, showing initiative while seeking appropriate guidance.
Ability to work with a team.
Comfortable multitasking and prioritizing tasks without guidance.
Time management expertise to ensure tasks are completed in a timely manner throughout the day.
Organizational skills to keep an accurate record of documentation.
Demonstrated ability to read, write, and speak English and Spanish fluently.
Proficient technology usage skills.
Honest and ethical team player.
Sense of urgency with the ability to multitask under pressure.
Excellent communication skills, both written and verbal.
Computer knowledge such as PowerPoint, databases, and spreadsheets is required.
Strong attendance history of punctuality.
High School diploma or General Education Degree (GED) is required.
Ability to pay close attention to detail and be flexible in a fast-paced and growing organization.
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