Client-Focused Insurance Advisor

gobravvo; Wailuku (HI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonuses and commissions

Paid time off (PTO)

Career advancement

Job summary

gobravvo seeks an Insurance Account Representative to be the primary contact for clients, delivering tailored insurance solutions and exceptional service.

You will identify client needs, market products, develop leads, schedule appointments, and collaborate with the agency team to meet marketing objectives. This role emphasizes professional growth and community impact, with licensing in Property & Casualty, Life, and Health expected.

Qualifications

• Previous sales experience is preferred.
• Demonstrated success in meeting sales goals or quotas is an asset.
• Excellent interpersonal skills and the ability to relate effectively to clients.

Responsibilities

• Develop leads through networking, referrals, and marketing initiatives.
• Schedule and conduct appointments with prospective and existing clients to assess their insurance needs.
• Market and recommend appropriate insurance products and services based on client requirements.
• Collaborate with agency team members to establish and achieve marketing and sales goals.
• Maintain accurate records of client interactions and transactions to ensure excellent customer service.
• Demonstrate a strong work ethic and commitment to agency success on a daily basis.
• Build and maintain long‑term client relationships to foster trust and retention.

Skills

Sales experience

Interpersonal skills

Ability to meet sales goals

Job description

gobravvo seeks an Insurance Account Representative to be the primary contact for clients, delivering tailored insurance solutions and exceptional service.

You will identify client needs, market products, develop leads, schedule appointments, and collaborate with the agency team to meet marketing objectives. This role emphasizes professional growth and community impact, with licensing in Property & Casualty, Life, and Health expected.