Insurance Representative

Gatewood Insurance Agency Inc.; San Jose (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

Gatewood Insurance Agency Inc. in San Jose, California, is seeking a highly-analytical Insurance Agent to join the team. The ideal candidate will generate new business and establish strong relationships with clients, while managing policies effectively.

Strong communication skills and a Bachelor's degree in a relevant field are essential, along with at least 3 years' experience in insurance sales. We offer a dynamic work environment committed to client satisfaction and professional growth.

Qualifications

• 3+ years of experience in insurance sales or relevant role.
• In-depth knowledge of vehicle, home, and business insurance.
• Proficient in computer and statistical analysis software.

Responsibilities

• Generate new business by contacting potential customers.
• Calculate dividends and create payment methods.
• Establish collaborative relationships with clients.

Skills

Interpersonal Skills

Negotiation Skills

Statistical Analysis

Communication Skills

Education

Bachelor's degree in Economics, Business or relevant field

Job description

Job Description

Summary Description

• Our growing insurance company is currently searching for a highly-analytical and professional Insurance Agent to join our team. If you're a talented and sales-minded professional with a passion for the insurance industry, then we're interested in you. Your chief goal as our Insurance Agent will be to generate new business by contacting potential customers and building lasting relationships.

Responsibilities

• Calculate dividends and create payment methods.
• Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
• Distribute policy proceeds after a claim is submitted and approved.
• Recommend risk management strategies that fit clients' personal risk profiles.
• Prepare and present detailed reports on the progress of initiatives to management.
• Complete administrative tasks including maintaining records and handling policy renewals.
• Track insurance claims to ensure client and company satisfaction.
• Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
• Create and implement marketing strategies to compete with other individuals or insurance companies.
• Respond to clients' insurance-related questions and issues.

Qualifications

• Bachelor's degree in Economics, Business or relevant field.
• A minimum of 3 years' experience in insurance sales or similar role.
• In-depth knowledge of the different types of insurance plans including vehicle, home, and business.
• Outstanding interpersonal and negotiation skills.
• Proficient in computers and statistical analysis software.
• Excellent written and verbal communication skills.

Additional Information

All your information will be kept confidential according to EEO guidelines.