Personal Insurance Agent

Forward Financial Bank; Wisconsin; On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is on the lookout for a motivated Personal Lines Insurance Agent to join their dynamic team. This role involves generating new business, building strong client relationships, and conducting property inspections to ensure comprehensive coverage tailored to client needs. The ideal candidate will have a strong background in insurance, excellent communication skills, and a passion for delivering exceptional customer service. If you thrive in a client-focused environment and want to make a significant impact in your community, this opportunity is perfect for you.

Qualifications

• 2-3 years of insurance experience required.
• Ability to communicate and sell effectively is essential.

Responsibilities

• Generate new business through outreach and meetings.
• Conduct property inspections and maintain client records.

Skills

Communication Skills

Client Relationship Management

Sales Skills

Problem-Solving

Education

Bachelor’s degree in business or related field

Tools

Insurance Software

Job description

At Forward Insurance, we pride ourselves on delivering exceptional insurance solutions and outstanding customer service. As a trusted member of the community, we are dedicated to building lasting relationships with our clients and providing comprehensive coverage tailored to their unique needs.

We are seeking a motivated and experienced Personal LinesInsurance Agent to join our dynamic team. The ideal candidate will be responsible for generating new business, building strong client relationships, conducting property inspections, and ensuring the highest level of customer satisfaction.

Key Responsibilities

• Generate new business through outreach, phone calls, and in-person meetings.
• Develop and maintain client relationships and log all interactions.
• Conduct property inspections and field underwriting to assess risks.
• Represent the agency in community events and maintain a positive image.
• Maintain accurate records of client activity and communication.
• Stay informed on industry laws and regulations and complete continuing education.
• Provide exceptional customer service and uphold the organization’s policies and procedures.

Qualification

• Two to three years of insurance experience.
• Bachelor’s degree in business or a related field is preferred but not required.
• Valid insurance licenses in Property & Casualty and Life & Health are a plus or ability to obtain within first 60 days of employment.
• Demonstrate ability to communicate, present, influence and sell effectively.
• Experience delivering client-focused solutions and establishing long lasting relationships.