Insurance & Client Relations Advocate

Swab Agency; Bridgman (MI); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Swab Agency in Michigan is seeking an outgoing, customer-focused insurance sales professional. You will build relationships, educate clients about options, and grow the customer base through needs-based consultations.

You will develop leads, schedule appointments, and market a range of products. The role offers training, advancement opportunities, and potential bonuses based on performance.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal, and listening.
• People-oriented.
• Detail oriented.
• Proactive in problem-solving.
• Able to learn computer functions.
• Ability to work in a team environment.
• Must be able to obtain Property & Casualty insurance license within 1 month of employment.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Customer oriented

Communication skills

Teamwork

Detail oriented

Proactive problem solving

Learn computer functions

Marketing interest

Relationship development

Job description

Swab Agency in Michigan is seeking an outgoing, customer-focused insurance sales professional. You will build relationships, educate clients about options, and grow the customer base through needs-based consultations.

You will develop leads, schedule appointments, and market a range of products. The role offers training, advancement opportunities, and potential bonuses based on performance.