What are the responsibilities and job description for the Insurance Agent position at Insurance by Strehlow?
Insurance Agent
The successful candidate for this position enjoys working with people and finds satisfaction in problem-solving.
The work location is primarily in-office and there is an opportunity to work remotely part of the time, if you are a self-starter.
Essential Responsibilities:
- Build and maintain rapport with prospective clients, clients, and co-workers
- Handle inquiries and requests in a prompt, professional manner
- Maintain records of interactions and actions taken on accounts
- Educate prospective and existing clients about insurance products and options
- Market coverage with various carriers to obtain formal coverage proposals
- Present proposals and onboard new clients
- Conduct client coverage reviews
- Conduct day-to-day account servicing
- Process and review policy changes and renewals
- Report claims and assist with claim resolution
- Handle billing inquiries
- Process cancellations and offboard clients
- Assist carriers with inquiries on client accounts
Skills and Qualifications:
- Work well in a team environment and independently
- Willing to take the initiative on tasks and be self-motivated
- Organized and detail oriented
- Ability to maintain strict confidentiality
- Able to communicate clearly and kindly with colleagues and clients
- Willing to learn and share knowledge
- Willing to work within designated platforms including Nexsure agency management system, Microsoft Outlook, Microsoft Teams, and various carrier websites.
- Prior insurance experience including Property & Casualty and/or Life & Health license is preferred
There are two primary roles that insurance agents fill inside an agency. One role is that of a Producer. A Producer's main focus is sales and higher level service; their days also involve day to day servicing. The second role is that of an Account Manager. An Account Manager's focus is primary on service and sales are also part of their days.
If either of these roles sound like they could be a fit for you, please apply so we can have a conversation about what you are looking for.
Job Types: Full-time, Part-time, Permanent
Pay: $40,000.00 - $65,000.00 per year
Benefits:
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
Supplemental Pay:
- Bonus opportunities
- Commission pay
License/Certification:
- Insurance Producer License (Preferred)
Work Location: In person
Salary : $40,000 - $65,000