Insurance Sales Agent

The Misch Group; Charlotte (NC); On-site; USD 40,000 - 80,000; Full time

Job summary

The Misch Group is seeking an Insurance Sales Agent in Charlotte, NC to generate new business by assessing client needs and offering tailored insurance solutions. You will build relationships with prospects, explain coverage options, and work toward achieving sales targets while maintaining accurate client records.

The role requires self‑motivation, exceptional communication, and the ability to manage leads, quotes, policy details, and administrative tasks.

Qualifications

• Identify and target potential clients through referrals, networking, and marketing efforts.
• Assess insurance needs, recommend coverage options, and explain policy details including benefits, terms, and exclusions.
• Create and present customized insurance proposals clearly and accurately.

Responsibilities

• Identify and target potential clients through referrals, networking, and marketing efforts.
• Develop relationships with centers of influence who can provide client referrals.
• Contact prospective clients via phone and email for both commercial and personal lines.
• Assess insurance needs, recommend coverage options, and explain policy details including benefits, terms, and exclusions.
• Create and present customized insurance proposals clearly and accurately.
• Maintain strong client relationships to promote satisfaction and retention.
• Convert leads into clients by effectively closing sales and meeting or exceeding sales targets.
• Keep current with industry trends, regulatory changes, and new insurance products.
• Complete paperwork, process applications, and maintain accurate client records.

Skills

Lead generation

Client consultations

Sales closing

Relationship building

Regulatory compliance

Data entry

Networking

Job description

Insurance Sales Agent

Job Summary:

As an Insurance Sales Agent, you will be responsible for generating new business by identifying and meeting the insurance needs of prospective clients. You will leverage your knowledge of insurance products to provide tailored solutions, build client relationships, and achieve sales goals. This role requires a self-starter with excellent communication skills and a passion for helping others.

Duties and Responsibilities:

• Prospect and Generate Leads: Identify and target potential clients through referrals, networking, and marketing efforts.

• Network with Others: Develop relationships with centers of influence who can provide client referrals.

• Outbound Calls: Contact prospective clients via phone and email for both commercial and personal lines.

• Client Consultations: Assess insurance needs, recommend coverage options, and explain policy details including benefits, terms, and exclusions.

• Prepare and Present Quotes: Create and present customized insurance proposals clearly and accurately.

• Client Relationship Management: Maintain strong client relationships to promote satisfaction and retention.

• Close Sales: Convert leads into clients by effectively closing sales and meeting or exceeding sales targets.

• Stay Informed: Keep current with industry trends, regulatory changes, and new insurance products.

• Administrative Tasks: Complete paperwork, process applications, and maintain accurate client records.

Skills and Abilities:

• Build and maintain productive professional relationships.

• Gather and assess relevant information.

• Persuade others effectively.

• Utilize computer systems for data entry and information management.

• Set goals and manage priorities.

• Ensure compliance with regulations and standards.

• Analyze problems and implement solutions.

• Represent the company to external parties.

• Perform data verification and administrative functions.

• Organize and maintain files and records.

Physical Requirements:

• Prolonged periods of sitting and computer use.

• Ability to lift up to 15 pounds occasionally.