Insurance Sales Representative

gobravvo; Edmond (OK); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

PTO and vacation benefits

Health and dental coverage

Retirement plan with employer matching

Professional development

Job summary

gobravvo in Edmond, Oklahoma seeks an Insurance Sales Representative (P&C) to guide clients through policy options, onboard new customers, and build lasting relationships in a dynamic agency environment.

This role blends sales, service, and compliance as you identify coverage opportunities, answer questions, and coordinate with internal teams to ensure a seamless customer experience from the first contact.

Qualifications

• 1-3 years of sales experience in inside/outside sales, retail, or telemarketing preferred.
• Strong interpersonal and communication skills with ability to build rapport.
• Customer-focused mindset with interest in sales growth and relationship management.
• Excellent organizational skills and attention to detail; able to manage multiple tasks.

Responsibilities

• Welcome new customers and build lasting relationships with the agency.
• Identify and discuss opportunities to add insurance coverage.
• Follow up with clients to ensure satisfaction and address ongoing needs.
• Guide clients through onboarding, documentation, and policy explanations.
• Communicate via phone, email, and other channels to maintain engagement.

Skills

Sales experience

Customer service

Communication skills

Outbound calls

Tools

CRM software

Job description

Insurance Sales Representative (P&C)

Are you passionate about building strong customer relationships and guiding people to the right insurance solutions? As an Insurance Sales Representative (P&C), you will play a pivotal role in helping individuals, families, and businesses navigate their insurance needs, while supporting them through the onboarding process. This opportunity offers a dynamic blend of sales, customer service, and relationship management within a reputable insurance agency environment. The Insurance Sales Representative (P&C) position is ideal for individuals who thrive in a people-centered role, enjoy identifying opportunities for growth, and are driven to deliver a positive customer experience.

Working as an Insurance Sales Representative (P&C) allows you to welcome new clients, introduce them to the insurance agency, and walk them through policy setup, ensuring that each customer receives personalized attention and support. Your day-to-day activities will involve building rapport, understanding the unique needs of each customer, and recommending insurance products that align with their circumstances. The Insurance Sales Representative (P&C) is responsible for maintaining regular communication, addressing questions, and identifying additional coverage opportunities to support long-term customer satisfaction and agency success.

In this role, you will leverage your sales acumen, organizational skills, and customer-focused mindset to drive results. You'll collaborate with internal teams to coordinate appointments, keep accurate records, and provide a seamless customer experience from the very first interaction. Insurance Sales Representatives (P&C) are equipped with the tools, training, and support necessary to excel, making this a fantastic opportunity for those looking to grow their career in the insurance industry.

If you have previous experience in sales—whether inside sales, outside sales, retail, or telemarketing—your skills will be highly valued. The Insurance Sales Representative (P&C) role is designed for proactive communicators who are comfortable reaching out by phone, email, and other channels to follow up with customers, answer questions, and move the sales process forward. An active Property & Casualty license or the willingness to obtain one is required, ensuring you can confidently assist with all aspects of the insurance process and compliance.

Throughout your journey as an Insurance Sales Representative (P&C), you'll find opportunities to deepen your industry knowledge, develop sales expertise, and build a rewarding career path. If you are motivated, detail-oriented, and eager to make a difference for customers seeking insurance coverage, consider applying for this role and take the first step toward joining a team that values professional growth and customer care.

Insurance Sales Representative (P&C) - Summary

• Serve as the primary point of contact for new and existing insurance clients.
• Onboard customers, explain policy details, and facilitate seamless transitions into agency services.
• Identify and pursue insurance sales opportunities while building lasting customer relationships.
• Work collaboratively with agency teams to ensure optimal customer experience.

Duties & Responsibilities

• Welcome new customers and build positive, enduring relationships with the agency.
• Recognize and act on opportunities to discuss and recommend additional insurance coverage.
• Follow up with clients to ensure satisfaction and address ongoing insurance needs.
• Guide clients through the onboarding process, including documentation and policy explanation.
• Communicate with customers via phone, email, and other channels to maintain engagement and uncover further needs.
• Schedule appointments, maintain accurate and confidential records, and support the team in delivering a smooth customer experience.

Salary & Benefits

• Potential total compensation range is competitive, combining base salary, commission, and bonuses.
• Opportunities for salary increases based on performance and competency reviews.
• Commission and bonus incentives for meeting sales goals.
• Paid time off (PTO) and vacation benefits.
• Access to life insurance, health, and dental coverage options.
• Retirement plan with employer matching.
• Professional development and long-term career growth opportunities within the insurance industry.

Qualifications & Requirements

• At least 1-3 years of sales experience in fields such as inside sales, outside sales, retail, or telemarketing.
• Strong interpersonal and communication skills with the ability to build rapport and trust.
• Customer-focused approach with a keen interest in sales, business growth, and relationship management.
• Excellent organizational skills, attention to detail, and consistent follow-through.
• Comfortable making outbound calls, managing multiple tasks, and following up with clients.
• Active Property & Casualty (P&C) insurance license or willingness to obtain one as required by industry standards.
• Basic computer proficiency and the ability to learn and use agency management systems.
• Previous insurance industry experience is a plus but not required.
• Spanish-speaking skills are preferred for expanded client communication but not mandatory.

Ideal Candidate Snapshot

• Personable, proactive, and motivated to succeed in a sales-driven environment.
• Demonstrates a high level of professionalism and adaptability.
• Values teamwork, continuous learning, and contributing to agency growth.
• Passionate about helping customers protect what matters most to them.
• Seeks a career pathway with advancement opportunities in the insurance sector.

Other Relevant Information

• The Insurance Sales Representative (P&C) role is designed for individuals looking to make a meaningful impact through customer service and sales.
• Joining this team means being part of an agency dedicated to supporting the community and helping clients achieve peace of mind.
• This position provides an excellent foundation for professional growth and industry specialization.