What are the responsibilities and job description for the Insurance Agent position at Higginbotham?
Job Description:
As an Insurance Agent at Higginbotham Insurance Agency, your primary responsibility is to assist clients in selecting appropriate insurance policies to protect their assets and manage risks effectively. You will work closely with clients to understand their insurance needs, provide expert advice, and recommend tailored insurance solutions.
Responsibilities:
1. Conduct thorough evaluations of clients' insurance needs and financial situations to recommend suitable coverage options.
2. Develop and maintain strong relationships with clients to ensure exceptional customer service and client retention.
3. Educate clients on various insurance products, coverage options, and policy features to help them make informed decisions.
4. Prepare and present insurance quotes, proposals, and policy recommendations to clients.
5. Process insurance applications, endorsements, and policy changes accurately and efficiently.
6. Collaborate with underwriters to negotiate policy terms, conditions, and pricing on behalf of clients.
7. Stay updated on industry trends, regulations, and changes in insurance products to provide up-to-date information to clients.
8. Support clients in filing insurance claims and assist them throughout the claims process to ensure a smooth resolution.
9. Meet and exceed sales targets, revenue goals, and customer satisfaction metrics set by the agency.
10. Maintain detailed records of client interactions, policy transactions, and follow-up activities in the agency's CRM system.
Qualifications:
1. High school diploma or equivalent
2. Proven experience in insurance sales or customer service roles.
3. Active insurance license in the state of operation.
4. Excellent communication, negotiation, and interpersonal skills.
5. Strong problem-solving abilities and attention to detail.
6. Proficient computer skills and familiarity with insurance software and CRM systems.
7. Ability to work independently and as part of a team in a fast-paced environment.
Join Higginbotham Insurance Agency today and make a difference in clients' lives by providing them with the insurance protection they need!
Job Types: Full-time, Contract
Pay: $65,127.00 - $73,028.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
- Work from home
Supplemental Pay:
- Bonus opportunities
Education:
- High school or equivalent (Required)
Ability to Commute:
- McKinney, TX 75069 (Required)
Ability to Relocate:
- McKinney, TX 75069: Relocate before starting work (Preferred)
Work Location: In person
Salary : $65,127 - $73,028
