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Personal Lines Insurance Agent

SavePlus Insurance Center
Sacramento, CA Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 4/17/2025

Job Overview
As an Insurance Agent, you will be a trusted advisor, guiding clients through their insurance options and helping them make informed decisions. Your role involves assessing individual needs, recommending suitable coverage, and ensuring clients fully understand their policies. Success in this position requires strong communication skills, relationship-building abilities, and a commitment to exceptional service.

Duties

  • Evaluate clients' insurance needs and recommend tailored coverage options.
  • Monitor market trends to identify opportunities for new business growth.
  • Deliver outstanding customer service by responding to inquiries and resolving issues efficiently.
  • Explain complex insurance concepts in a clear, understandable manner.
  • Negotiate policy terms and conditions to meet client expectations.
  • Assist clients with benefits administration and claims processing.
  • Maintain accurate records of client interactions and transactions, ensuring compliance with HIPAA regulations.
  • Work collaboratively with sales administration teams to enhance workflow and efficiency.

Skills

  • Excellent verbal and written communication skills to effectively engage with clients.
  • Strong analytical abilities to assess market trends and provide informed recommendations.
  • Sales administration experience is a plus, enhancing account management capabilities.
  • Exceptional customer service skills, demonstrating empathy and attentiveness in client interactions.
  • Knowledge of benefits administration processes to assist clients with their insurance needs.
  • Strong negotiation skills to advocate for clients while ensuring policy compliance.

Job Type: Full-time

Pay: $56,249.00 - $71,967.00 per year

Benefits:

  • Paid time off

Supplemental Pay:

  • Bonus opportunities
  • Commission pay

Work Location: In person

Salary : $56,249 - $71,967

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