What are the responsibilities and job description for the Commercial Insurance Agent position at Connect Care Insurance?
Job Description
Job Description
Salary : Commission
Job Title : Commercial Insurance Agent
Location : Fort-Lauderdale, FL
Job Type : Full-Time
Job Description : Connect Care Insurance is looking for a knowledgeable and driven Commercial Insurance Agent to join our team. This role involves assisting business clients in finding the right insurance solutions to protect their assets and operations. The ideal candidate will have a solid understanding of commercial insurance policies and the ability to tailor those policies to the needs of our clients.
Key Responsibilities :
- Present commercial insurance quotes to business owners over the phone. Contact prospects looking for insurance (inbound and outbound calls).
- Follow up with phone calls to prospects that you have quoted to close the account.
- Conduct detailed risk assessments to determine the insurance needs of business clients based on factors such as property, liability, workers' compensation, and other relevant risks.
- Customize insurance solutions to suit the unique needs of each client, ensuring comprehensive coverage that meets all regulatory and client-specific requirements.
- Educate clients on policy terms, coverage options, and exclusions to ensure they make informed decisions about their insurance needs. Always have a Consultative approach
- Manage client accounts, including policy renewals and amendments, and maintain ongoing communication with clients to adjust policies as their business needs change.
- Respond promptly to voicemail, emails, and other client request(s) compliant to company expectations.
- Able to cross-sell or pivot to other lines of insurance that are in the best interest of the client(s) .
- Work with Insurance Carriers and Insurance Underwriters daily regarding new insurance quotes.
- Update / Maintain CRM with all account documents, conversations, and any other pertinent information
Key Skills and Qualifications :
