What are the responsibilities and job description for the Insurance Sales Specialist position at Indiana Farm Bureau Insurance?
Insurance Sales Specialist
Indianapolis, Indiana
Req ID: INSUR005040
Category: Individual Contributor
Job Type: Full-Time
Address: 225 S East St, Indianapolis, IN 46202
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Description
Primary Responsibilities:
- Responds to inbound leads via phone, email, and other digital communication methods.
- Assesses potential clients' insurance needs and recommend appropriate products.
- Explains insurance coverage, terms, and benefits to prospects.
- Provides accurate quotes and assist clients in selecting suitable insurance plans.
- Cross-sells and upsells additional insurance products when appropriate.
- Maintains detailed records of customer interactions and sales activities in CRM system.
- Meets or exceeds sales targets and performance metrics.
- Stays up-to-date with insurance products, industry trends, and regulatory changes.
- Collaborates with team members to share best practices and improve sales processes.
- Participates in ongoing training and professional development activities.
- Participates in prospecting activities to locate additional clients.
Knowledge and Requirements:
- High school diploma or equivalent. Bachelor’s degree preferred.
- P&C state insurance license (or ability to obtain one within 30 days of employment).
- Strong verbal and written communication skills.
- Excellent listening and problem-solving abilities.
- Proficiency in Microsoft Office Suite and CRM software.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Strong attention to detail and accuracy in documentation.
- Self-motivated with a results-oriented mindset.
#HO
#LI-TH1
Qualifications
Education
Required
- High School or better
Preferred
- Bachelors or better
Licenses & Certifications
Preferred
- Property & Casualty
Job Category: Individual Contributor
Job Type: Full-Time
225 S East St
Indianapolis, IN, USA, 46202
ReqID: INSUR005040
Description
Primary Responsibilities:
- Responds to inbound leads via phone, email, and other digital communication methods.
- Assesses potential clients' insurance needs and recommend appropriate products.
- Explains insurance coverage, terms, and benefits to prospects.
- Provides accurate quotes and assist clients in selecting suitable insurance plans.
- Cross-sells and upsells additional insurance products when appropriate.
- Maintains detailed records of customer interactions and sales activities in CRM system.
- Meets or exceeds sales targets and performance metrics.
- Stays up-to-date with insurance products, industry trends, and regulatory changes.
- Collaborates with team members to share best practices and improve sales processes.
- Participates in ongoing training and professional development activities.
- Participates in prospecting activities to locate additional clients.
Knowledge and Requirements:
- High school diploma or equivalent. Bachelor’s degree preferred.
- P&C state insurance license (or ability to obtain one within 30 days of employment).
- Strong verbal and written communication skills.
- Excellent listening and problem-solving abilities.
- Proficiency in Microsoft Office Suite and CRM software.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Strong attention to detail and accuracy in documentation.
- Self-motivated with a results-oriented mindset.
#HO
#LI-TH1
Qualifications
Education
Required
- High School or better
Preferred
- Bachelors or better
Licenses & Certifications
Preferred
- Property & Casualty
Job Category: Individual Contributor
Job Type: Full-Time
225 S East St
Indianapolis, IN, USA, 46202
ReqID: INSUR005040
