Personal Lines Agent

Cecil A. Ross Investment & Insurance Group; Delhi; On-site; INR 500,000 - 900,000; Full time

Job summary

Cecil A. Ross Investment & Insurance Group in Delhi seeks a highly motivated Personal Lines Agent to build and manage a personal client base, conduct presentations, and schedule appointments with prospects.

You will follow up on marketing campaigns, communicate effectively, maintain relationships with carriers, and ensure compliance with industry rules while coordinating with professionals.

Qualifications

• 3 or more years of successful experience in the sales/financial services industry or a degree from an accredited university.
• Ability to acquire appropriate licensing as needed.
• Proficiency in Word, Excel, and Outlook.
• Organized, detail-oriented, able to multitask.
• Excellent written and verbal communication skills including a professional demeanor.
• Team player, collaborative, able to work with and through others.
• Desire/ability to work successfully in a company environment.
• Ability to work in a positive manner with vendors, carriers, legal representatives, accountants, and other professionals.

Responsibilities

• Call on prospects, which are comprised of businesses and/or private individuals
• Effectively communicate internally and externally
• Follow up on marketing campaigns
• Schedule appointments to meet with prospective customers and complete presentations
• Manage lead follow-up and track all activity
• Obtain new client data sheets which are later used for follow-up and client retention
• Adjust sales scripts to better target the needs and interests of specific individuals or companies
• Answer telephone calls from potential customers who have been contacted
• Conduct client or market surveys and build relationships
• Develop and cultivate your own client base
• Prepare and deliver presentations/seminars to clients and prospects
• Build relationships with carriers
• Maintain a strong community presence
• Comply with all industry rules and regulations

Skills

Communication skills

Multitasking

Organizational skills

Professional demeanor

Education

Degree from accredited university

Tools

Word

Excel

Outlook

Job description

The office of Cecil A. Ross Investment and Insurance Group is looking for a highly motivated individual(s) with great discipline, perseverance, and a professional attitude to join our firm as a Personal Lines Agent.

Responsibilities

• Call on prospects, which are comprised of businesses and/or private individuals
• Effectively communicate internally and externally
• Follow up on marketing campaigns
• Schedule appointments to meet with prospective customers and complete presentations
• Manage lead follow-up and track all activity
• Obtain new client data sheets which are later used for follow-up and client retention
• Adjust sales scripts to better target the needs and interests of specific individuals or companies
• Answer telephone calls from potential customers who have been contacted
• Conduct client or market surveys and build relationships
• Develop and cultivate your own client base
• Prepare and deliver presentations/seminars to clients and prospects
• Build relationships with carriers
• Maintain a strong community presence
• Comply with all industry rules and regulations

Qualifications

• 3 or more years of successful experience in the sales/financial services industry or a degree from an accredited university
• Ability to acquire appropriate licensing as needed
• Proficiency in Word, Excel, and Outlook
• Organized, detail-oriented, able to multitask
• Excellent written and verbal communication skills including a professional demeanor
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a company environment
• Ability to work in a positive manner with vendors, carriers, legal representatives, accountants, and other professionals