What are the responsibilities and job description for the Licensed Insurance Agent position at Forbes Insurance Agency?
Role Description
This is a full-time hybrid role for a Licensed Insurance Agent based in Lancaster, PA, with the flexibility to work from home occasionally. The Licensed Insurance Agent will be responsible for providing insurance solutions to new and existing clients, managing policy renewals, advising clients on appropriate coverage options, and meeting sales targets. The agent will also be involved in customer service activities, such as resolving client inquiries and maintaining accurate records of client interactions.
Qualifications
- Experience in Insurance Sales, Insurance, and Insurance Brokerage
- Knowledge of Finance principles and practices
- Strong Customer Service and client management skills
- Valid insurance license(s) as required by state regulations
- Excellent interpersonal and communication skills
- Ability to work independently and in a team environment
- Proficiency in using insurance-related software and CRM tools
- Bachelor's degree in Finance, Business, or a related field is a plus