Insurance Sales Expert: Grow Client Portfolios

Recooty; Lakewood (CO); Remote; USD 75,000 - 100,000; Full time

Job summary

The Haines Group is seeking an experienced insurance agent to grow and manage client portfolios. You will develop strategies for new contracts, modify existing policies, and collect client data for risk profiling to tailor plans.

Responsibilities include staying updated on industry protocols, maintaining records, and meeting with clients to present personalized insurance options. A strong sales mindset and customer service focus are essential for success.

Qualifications

• Proven experience with growing customer portfolios and enabling policy changes.
• Strong understanding of risk management in insurance contexts.
• Familiarity with state and federal insurance regulations is beneficial.
• Proficient with Microsoft Office programs.
• Experience with accounting or sales lead software is a plus.
• Excellent communication and customer-service skills are essential.

Responsibilities

• Continue education on evolving insurance protocols and monitor claims for client satisfaction.
• Keep bookkeeping, sales databases, and client records current to report progress.
• Develop and deliver risk management strategies tailored to each client.
• Grow existing portfolios with effective, attentive sales strategies.
• Meet with new and potential clients to assess needs and present tailored insurance options.

Skills

Basic computer skills

Analytical thinking

Interpersonal communication

Customer service

Insurance industry comprehension

Accounting experience

Insurance regulations knowledge

Tools

Microsoft Office

Sales lead software

Job description

The Haines Group is seeking an experienced insurance agent to grow and manage client portfolios. You will develop strategies for new contracts, modify existing policies, and collect client data for risk profiling to tailor plans.

Responsibilities include staying updated on industry protocols, maintaining records, and meeting with clients to present personalized insurance options. A strong sales mindset and customer service focus are essential for success.