Agency Agent in Training!

The Juris Agency; Rochester (MN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Unlimited Earnings

Job summary

Farmers Insurance is seeking a proactive Insurance Sales professional to generate leads, assess client needs, and offer tailored insurance solutions. Role emphasizes building lasting client relationships, presenting comprehensive coverages, and meeting sales targets.

Required: strong communication & negotiation skills, CRM and Office proficiency, and licenses or willingness to obtain them. This position requires a self-motivated, ethical team player committed to client service.

Qualifications

• Strong communication, negotiation, and interpersonal skills.
• CRM software and Microsoft Office proficiency required.
• Bachelor's degree preferred in Business, Finance, Marketing, or related field.
• Licensing: Property & Casualty and Life & Health licenses or willingness to obtain within timeframe.

Responsibilities

• Generate leads through networking, referrals, and marketing strategies.
• Meet with prospective clients to assess insurance needs and present coverages.
• Explain benefits and options, customize insurance programs for clients.
• Maintain strong client relationships with ongoing service and reviews.
• Prepare and submit applications and policy renewals; liaise with underwriters.

Skills

Communication

Negotiation

Interpersonal skills

CRM software

Microsoft Office

Education

High school diploma or equivalent

Bachelor's degree preferred (Business/Finance/Marketing)

Tools

CRM software

Microsoft Office

Job description

Job Description

Farmers Insurance stands as a premier provider of insurance solutions across the United States, dedicated to safeguarding what matters most to our valued customers. With a comprehensive suite of personalized insurance products, we cater to the unique needs of each individual and family we serve. Our committed team is focused on delivering exceptional service and innovative insurance solutions, ensuring our clients enjoy peace of mind and security.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Unlimited Earnings

Responsibilities

• Sales and Business Development:
  • Generate leads through networking, referrals, and various marketing strategies.
  • Meet with prospective clients to understand their insurance needs.
  • Present and explain insurance products, highlighting benefits and coverage options.
  • Customize insurance programs to suit individual client needs.
  • Achieve or exceed sales targets and quotas.
• Client Relationship Management:
  • Build and maintain strong, long-term relationships with clients.
  • Provide ongoing support and service to clients, addressing their inquiries and concerns promptly.
  • Conduct regular reviews of clients' insurance policies to ensure they remain appropriate and cost-effective.
• Product Knowledge and Education:
  • Stay informed about various insurance products, including life, health, property, casualty, and business insurance.
  • Keep up-to-date with changes in insurance regulations and industry trends.
  • Educate clients on the insurance policies they purchase and how these meet their needs.
• Administrative Duties:
  • Prepare and submit insurance applications and policy renewals.
  • Maintain accurate records of client interactions and transactions.
  • Follow up with underwriters and provide necessary information for policy approval.
• Compliance and Ethics:
  • Ensure all sales activities comply with state and federal regulations and company policies.
  • Conduct business with the highest level of ethical standards and integrity.
• Team Collaboration:
  • Work collaboratively with other team members and departments to ensure seamless client service.
  • Participate in team meetings and training sessions to enhance knowledge and skills.

Requirements

Education: High school diploma or equivalent is required; a bachelor's degree in Business, Finance, Marketing, or a related field is preferred.

Experience: Prior experience in insurance sales, customer service, or a similar field is advantageous and considered a plus.

Licensing: Must hold relevant state insurance licenses (Property & Casualty, Life & Health) or be willing to obtain them within a specified timeframe.

Skills: Strong communication, negotiation, and interpersonal skills are essential. Must have solid analytical and problem-solving abilities, with proficiency in CRM software and Microsoft Office Suite.

Attributes: Must be self-motivated and goal-oriented, with the ability to work independently as well as part of a team. A high level of integrity and professionalism is crucial, along with a passion for helping clients and building strong, trusting relationships.