Insurance Sales Agent

InCite Performance Group; Houston (TX); On-site; USD 75,000; Full time

Job summary

A leading insurance firm in Houston is seeking an experienced insurance agent to maintain and grow customer portfolios. The role focuses on developing personalized strategies and ensuring compliance with industry standards. Qualified candidates should possess an insurance license and strong communication skills. This position offers a competitive salary of $75,000 yearly, with a focus on personal client engagement and satisfaction.

Qualifications

• Strong communication, customer service, analytical, and interpersonal skills are necessary.
• Working knowledge of the insurance industry and related regulations.
• Ability to use Microsoft Office is required.

Responsibilities

• Remain updated on insurance industry changes and protocols.
• Develop and deliver risk management strategies for each customer.
• Ensure bookkeeping systems and sales databases are maintained.

Skills

Excellent communication

Customer service

Analytical skills

Interpersonal skills

Education

Insurance license

Tools

Microsoft Office

Sales lead software

Job description

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now! Responsibilities: • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish • Develop and deliver risk management strategies for each customer based on their risk profile • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements and monitor insurance claims to ensure mutual satisfaction • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles Qualifications: • Insurance license required • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations • Some computer skills with ability to use Microsoft Office is required • Experience with accounting and or sales lead software is a plus • Proven understanding of the insurance industry, including insurance products, risk management, and any state and federal regulations • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required Compensation: $75,000 yearly DOE

• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements and monitor insurance claims to ensure mutual satisfaction • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles