Associate Agent

Mandy Bremer Agency - Country Financial; Hastings (MN); Ibrido; USD 35.000 - 52.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO

Work from Home

Flexible Schedule

Life Insurance

Disability Insurance

Tuition Reimbursement

Career Growth Opportunities

Descrizione del lavoro

The associate agent (AA) is the right hand to a successful agency in the insurance industry. You will provide crucial support and enable seamless operations.

This role requires impeccable organization, a proactive mindset, and a commitment to excellence in sales and customer service. We are looking for a result-driven Sales Associate Agent to be responsible for all sales duties, from generating leads to closing sales.

Competenze

• Experience in a sales role, preferably in insurance or financial industries.

Mansioni

• Sell products and services while taking care of customers.
• Administrative support: manage calendars, coordinate appointments, and handle correspondence.
• Client liaison: act as contact for clients and facilitate communication between clients and the agent.
• Documentation and record keeping: maintain accurate client files and documentation in compliance with industry standards.
• Marketing and sales opportunities: assist in marketing strategies and outreach to develop new business.
• Policy management: assist in creation, modification, and renewal of policies.

Conoscenze

Sales experience

Customer service

Organizational skills

Communication

Adaptability

Confidentiality

Strumenti

MS Office Suite

CRM systems

Descrizione del lavoro

Job Description

The associate agent (AA) is the right hand to a successful agency in the insurance industry. You will provide crucial support and enable seamless operations. This role requires impeccable organization, a proactive mindset, and a commitment to excellence in sales and customer service. We are looking for a result-driven Sales Associate Agent to be responsible for all sales job duties, from generating leads to closing sales.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Life Insurance
• Disability Insurance
• Tuition Reimbursement
• Career Growth Opportunities

Responsibilities

Primary Responsibilities

1. Skills: Proven work experience as a sales representative with basic understanding of sales principles and customer service. Ability to maintain a positive attitude and focus on customer satisfaction in a fast-paced environment.
2. Administrative Support: Manage calendars, coordinate appointments, and handle correspondence to ensure efficient day-to-day operations.
3. Client Liaison: Selling products and services while taking care of customers. Act as a point of contact for clients, assisting them through the buying process, offering exceptional service, addressing inquiries and facilitating communication between clients and the agent.
4. Documentation and Record Keeping: Prepare and maintain accurate client files, policies and documentation, ensuring compliance with industry standards and regulations.
5. Marketing and Sales Opportunities: Collaborate with agency owner to execute marketing strategies including outreach, campaigns and client relationship management. Planning and attending marketing/networking activities, actively seeking new business relationships and events.
6. Policy Management: Assist in the creation, modification, and renewal of insurance policies, ensuring accuracy and completeness of information.

Requirements

1. Experience: Previous experience in a sales role, preferably within the insurance or financial industry.
2. Organizational Skills: Exceptional organizational skills and attention to detail are critical in managing multiple tasks and priorities effectively.
3. Communication: Excellent verbal and written communication skills are essential for client interactions and correspondence.
4. Tech Proficiency: Proficiency in MS Office Suite and familiarity with industry-specific software or CRM systems.
5. Adaptability: Ability to thrive in a fast-paced environment and adapt quickly to changing priorities and situations.
6. Confidentiality: Uphold the highest standards of confidentiality and integrity when handling sensitive information.