Insurance Sales Representative

JOHN SHAFFER INSURANCE AGENCY, INC.; Enterprise (AL); On-site; USD 40,000 - 55,000; Full time

Job summary

JOHN SHAFFER INSURANCE AGENCY, INC. in Enterprise, AL is seeking a dedicated Insurance Sales Representative for a full-time, on-site role.

You will meet with prospective and existing clients, assess their insurance needs, and recommend appropriate coverage options across personal and commercial lines.

Day-to-day duties include generating leads, preparing quotes, closing sales to meet agency targets, providing ongoing customer service, maintaining records, and coordinating with carriers.

Qualifications

• Candidates should have knowledge of Insurance products and brokerage practices.
• Experience in insurance sales and customer service is preferred.
• Ability to obtain or hold a state insurance license within a defined timeframe.

Responsibilities

• Meet with prospective and existing clients to assess insurance needs.
• Recommend appropriate coverage options across personal and commercial lines.
• Generate leads, follow up inquiries, prepare quotes, and close sales.
• Provide ongoing customer service and handle policy changes.
• Coordinate with carriers and brokerage partners and maintain records in systems.
• Participate in local outreach or networking activities and comply with regulations.

Skills

Insurance Sales

Lead generation

Consultative selling

Closing techniques

Customer service

Education

High school diploma

Post-secondary education

Tools

CRM

Agency management system

Job description

Company Description

JOHN SHAFFER INSURANCE AGENCY, INC. is a locally based insurance agency located in downtown Pensacola, Florida and expanding to Enterprise, AL. The agency prides itself in mentoring its team members to have meaningful careers that have a positive impact on the communities it serves. The agency serves individuals, families, and businesses across the region with a range of insurance products and financial services. As a community-focused organization, the team values long-term relationships and personalized support for clients. The location offers convenient access for walk-in customers and an opportunity to work closely with the local community.

Role Description

The Insurance Sales Representative is a full-time, on-site role based in Enterprise, AL. This position is responsible for meeting with prospective and existing clients, assessing their insurance needs, and recommending appropriate coverage options across various personal and commercial insurance lines. Day-to-day tasks include generating leads, following up on inquiries, preparing quotes, and closing sales to meet individual and agency targets. The role also involves providing ongoing customer service, handling policy changes, answering coverage questions, and coordinating with insurance carriers and brokerage partners. The representative will maintain accurate records in the agency’s systems, participate in local outreach or networking activities, and adhere to all regulatory and company compliance standards.

Qualifications

• Candidates should possess skills in Insurance Sales and general Sales, including lead generation, consultative selling, and closing techniques.
• Candidates should possess strong Customer Service abilities, with a focus on responsiveness, relationship building, and client retention.
• Candidates should possess knowledge of Insurance products and Insurance Brokerage practices, including policy structures, coverage types, and industry regulations.
• Candidates should possess effective communication, interpersonal, and negotiation skills to explain options clearly and build trust with diverse clients.
• Relevant state insurance producer/license or the ability to obtain one within a defined timeframe is preferred or required, depending on product lines.
• Basic proficiency with office software, CRM or agency management systems, and comfort working with digital tools and documentation.
• Prior experience in insurance, financial services, or consultative sales is beneficial, along with a high school diploma or equivalent; post-secondary education is a plus.
• Demonstrated reliability, ethical conduct, and the ability to work independently while collaborating effectively with the agency team.