Insurance Sales Pro: Grow Portfolios & Risk Plans

Recooty; Indianapolis (IN); Remote; USD 75,000 - 100,000; Full time

Job summary

The Valley of the Sun Agency is seeking an experienced insurance agent to grow and maintain client portfolios in the Indianapolis area. You will develop strategies to promote various insurance contracts, update existing policies, and collect client data used to tailor plans to individual risk profiles.

You’ll work on building relationships, expanding portfolios, and meeting new clients, while aligning plans with clients’ finances and life stages to maximize satisfaction and retention.

Qualifications

• Basic computer skills and ability to use Microsoft Office programs
• Some experience with accounting or sales lead software is beneficial
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations

Responsibilities

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• 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

Skills

Basic computer skills

Interpersonal communication

Customer service

Analytical skills

Sales / lead generation

Insurance knowledge

Tools

Microsoft Office

Job description

The Valley of the Sun Agency is seeking an experienced insurance agent to grow and maintain client portfolios in the Indianapolis area. You will develop strategies to promote various insurance contracts, update existing policies, and collect client data used to tailor plans to individual risk profiles.

You’ll work on building relationships, expanding portfolios, and meeting new clients, while aligning plans with clients’ finances and life stages to maximize satisfaction and retention.