Insurance Sales Representative

The Juris Agency; Lafayette (LA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Mon-Fri Schedule

Leads Provided

Bonus Opportunities

Half-day Friday perk

Job summary

The April Byard Agency in Lafayette, LA is seeking an Insurance Sales Representative to engage with clients, counsel on suitable insurance solutions and manage the end-to-end application process. This role offers a supportive environment with opportunities for growth and development.

The team emphasizes positivity, self-motivation, and teamwork, with a favorable schedule and leads provided. Ideal candidates will have a background in insurance sales or customer-facing roles, strong communication

Qualifications

• Minimum 2 years in insurance sales or a customer-facing sales role preferred.
• Strong verbal and written communication with customer relations focus.
• Ability to analyze client needs and tailor insurance solutions.
• Comfortable using CRM databases and multiple communication platforms.

Responsibilities

• Engage potential clients and counsel them on suitable insurance solutions.
• Assist clients with insurance offerings and manage the insurance application process from start to finish.
• Retain existing clients through proactive follow-ups and product recommendations.
• Participate in local community events to strengthen brand presence.

Skills

Customer service

Communication

Teamwork

Self-motivation

Analytical skills

CRM software

Education

High school diploma or equivalent

Tools

CRM databases

Job description

Job Description

Join the April Byard Agency, where we are dedicated to delivering unparalleled insurance services to our valued clients. Located in the heart of Lafayette, Louisiana, our office welcomes dynamic individuals to be part of our energetic team. As an Insurance Sales Representative, you will be immersed in a supportive and engaging environment that fosters growth and success. This role provides a unique opportunity to work directly with our diverse clientele, helping them navigate their insurance needs and secure their futures. You will build meaningful relationships while representing a trusted name in the industry. Embrace this chance to advance your career in a setting that values positivity, self-motivation and teamwork. Discover your potential with the April Byard Agency and become a significant contributor to our ever-growing success story!

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Mon-Fri Schedule
• Leads Provided
• Bonus Opportunties
• HALF day friday perk

Responsibilities

• Client Engagement: Proactively reach out to potential clients, introducing and counseling them on suitable insurance solutions.
• Policy Management: Assist clients with the details of insurance offerings and manage the entire insurance application process from start to finish.
• Retention Strategies: Work to retain existing clients through proactive follow-ups and by offering optimal insurance products that meet their evolving needs.
• Community Involvement: Actively participate in local community events to strengthen our brand presence and build meaningful relationships.
• Industry Knowledge: Continuously expand knowledge on insurance products, industry updates, and government regulations to offer informed recommendations.
• Sales Targets: Achieve and exceed individual sales targets and contribute to team sales goals, maintaining accurate records of all sales activities.

Requirements

• Education: High school diploma or more
• Experience: Minimum of 2 years experience in insurance sales or a customer-facing sales role is preferred.
• Licensing: Must possess or be willing to obtain a Louisiana State Property & Casualty Insurance License.
• Communication Skills: Strong verbal and written communication skills, with an emphasis on customer relations.
• Customer-Oriented: Commitment to providing exemplary customer service and support.
• Motivated: Self-driven with a positive attitude and a passion for achieving goals.
• Analytical Skills: Ability to analyze client needs and tailor personalized insurance solutions.
• Team Player: Willingness to work collaboratively within a team-oriented environment.
• Technology Proficient: Comfortable with using CRM databases and various communication platforms.