Job Details

Join our vibrant team as an Insurance Sales Associate! We are looking for a passionate individual who understands insurance products and is dedicated to providing exceptional customer service. If you thrive on helping clients secure their financial future and protect their assets, this is the opportunity for you. In this role, you'll have the responsibility of nurturing client relationships and engaging actively within the community.

$45,000 - $50,000 yearly

• Focus on Personal Lines, including Home, Auto, and Umbrella, as well as Small Commercial Lines for clients and prospects.
• Engage in active prospecting to discover new clients, cultivate relationships, and communicate the value of our offerings effectively.
• Develop a robust client base through networking, referrals, and targeted marketing strategies.
• Participate in community events, sponsorships, and outreach programs as the agency's Community Engagement Team Lead to build connections.
• Conduct thorough needs assessments to understand client requirements and propose tailored insurance coverage options.
• Prepare and present insurance proposals, explaining policy features, coverage limits, and pricing effectively.
• Leverage the agency's service team to assist with policy renewals, modifications, claims, and client inquiries to ensure satisfaction.
• Stay informed about industry trends and changes in insurance products to offer knowledgeable guidance to clients.
• Collaborate closely with underwriters and other professionals to facilitate the coverage application process.
• Achieve and surpass sales targets and performance goals set by the agency.
• Engage in training and professional development activities to continuously enhance your skills and knowledge.
• Utilize in-office hours for collaboration with teammates and mentors, then apply your momentum in the field through networking and events. Note that face-to-face collaboration is key; fully remote arrangements are not available.

• High school diploma or equivalent; a degree in business, finance, or a related field is preferred.
• Valid Property & Casualty insurance license.
• Experience in insurance sales or customer service is an advantage but not required.
• Completion of the agency's Commercial & Personal Lines 100 Level courses is mandatory, unless previously waived for experienced candidates who pass agency assessments.
• Demonstrated strong interpersonal and communication skills to build rapport with clients.
• Excellent organizational skills with a keen attention to detail.
• Proficient in technology and familiar with the agency's CRM system.
• Self-motivated with a strong desire to achieve results.

• We promote Work-Life Cohesion with a flexible work environment, an open PTO policy, and relaxed office requirements.
• Employees enjoy diverse programs and services, including 401(k), Life, and Disability Insurance, and health benefits (for eligible employees).
• We invest in skill development for all team members, ensuring growth in an ever-changing industry.
• Teamwork is our foundation, supported by active coaching for your professional development.