Insurance Agent

Green Insurance Agency; Tustin (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Green Insurance Agency is seeking an Insurance Agent to work with current and potential clients to tailor policies that meet their needs and budget. The role focuses on fielding client inquiries, presenting options, and supporting new business development through calls and outreach.

The ideal candidate is licensed in California with 5+ years of experience in insurance sales, capable of explaining coverages, maintaining confidentiality, and representing the company professionally in a remote home

Qualifications

• Licensed in California (Required).
• Licensed in additional states (Preferred).
• 5+ years of experience in a similar insurance agent role.
• Intermediate knowledge of insurance policies and practices.
• Ability to positively project the company.

Responsibilities

• Network through a variety of means including daily sales calls to prospective clients, presenting the company, building a profile, providing a value proposition, and documenting results.
• Maintain frequent communications with established/previous customers to identify opportunities for expansion.
• Educate clients on different types of insurance coverage and make recommendations based on their needs.
• Gather, complete, and maintain all insurance documents ensuring client confidentiality.
• Other responsibilities as assigned.

Skills

Licensed California

5+ years experience

Insurance knowledge

Communication skills

Job description

Insurance Agent

Department: Insurance Agents

Employment Type: Full Time

Location: Remote Home Office - GIA

Description

The Insurance Agent is responsible for working with current and potential clients to select insurance policies that best meet their needs, preferences and budget. The Insurance Agent develops new business to support the company’s goals by making independent sales calls on existing and/or potential clients and aiming to retain the business of current clients.

Essential Duties & Responsibilities

• Network through a variety of means including daily sales calls with prospective clients by introducing the Company, developing a profile, providing a value proposition, and documenting the results.
• Maintains frequent communications (i.e., telephonic, email, marketing mailers) with established/previous customers to see where additional opportunities exist for an expansion of business.
• Educating clients on different types of insurance coverage and making recommendations based on their unique needs.
• Gather, complete, and maintain all insurance documents to allow ease of access while ensuring client confidentiality.
• Other responsibilities, as assigned.

Required and Preferred Qualifications

• Licensed in CaliforniaRequired
• Licensed in Additional StatesPreferred
• Five (5) + years’ experience in a similar, successful insurance agent role
• Intermediate knowledge of insurance policies and practices
• Ability to positively project the company