What are the responsibilities and job description for the Insurance Sales Agent - CA - On Site position at Vensure Employer Solutions?
About us
We are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes.
Position Summary
We are seeking a highly motivated and results-oriented Insurance Sales Agent to join our team. This is a fantastic opportunity for a driven individual with a Property & Casualty (P&C) license to build a successful career in insurance sales. You will be responsible for developing new business, managing client relationships, and achieving aggressive sales targets. This is an in-office position.
Essential Duties and Responsibilities
- Prospect and generate new leads through various channels (e.g., networking, referrals, cold calling).
- Consult with clients to understand their insurance needs and recommend appropriate coverage options.
- Present and explain insurance policies, ensuring clients understand the terms and conditions.
- Prepare and submit insurance applications.
- Manage client accounts and provide exceptional customer service.
- Achieve monthly and annual sales targets.
- Stay up-to-date on industry trends and product knowledge.
- Maintain accurate records of sales activities and client interactions.
Knowledge, Skills and Abilities
- Proven track record of success in achieving sales goals.
- Excellent communication, interpersonal, and presentation skills.
- Strong negotiation and closing skills.
- Ability to build and maintain strong client relationships.
- Self-motivated and driven to succeed.
- Proficient in using CRM software and other sales tools.
- Ability to work effectively in a fast-paced, in-office environment.
Education & Experience
- Valid Property & Casualty (P&C) license is mandatory.
- Minimum of one (1) year of experience in insurance sales.
