Sales Agent (Insurance)

WB Agency; Bowling Green (KY); Ibrido; USD 35.000 - 55.000; Tempo pieno

Descrizione del lavoro

An insurance agency in Kentucky is seeking an Insurance Agent to serve as the first point of contact with clients. You will gather personal and financial information, assess risks, and guide clients through the insurance application process. A high school diploma is required; a bachelor's degree and insurance experience are preferred. Strong communication and detail-oriented skills are essential. This role involves both fieldwork and potential remote/office work, with flexibility for evening or weekend hours.

Competenze

• Prior experience in insurance sales, underwriting, or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one.
• Experience in insurance sales, underwriting, or financial services is desirable.
• Excellent communication, presentation, and organizational skills.

Mansioni

• Conduct client interviews to gather personal, financial, and medical information.
• Explain insurance products, coverage options, and policy terms.
• Assess potential risks influencing underwriting decisions.
• Complete and submit applications in compliance with policies.
• Act as a liaison between clients and the underwriting department.
• Maintain accurate and confidential client records.
• Stay informed about industry trends and product updates.

Conoscenze

Strong communication skills

Presentation skills

Interpersonal skills

Detail-oriented

Organizational abilities

Formazione

High school diploma or equivalent

Bachelor’s degree

Strumenti

CRM software

Digital applications

Descrizione del lavoro

Position Overview

The Insurance Agent serves as the first point of contact between the insurance company and prospective clients, meeting with individuals to assess their insurance needs, collect application information, and evaluate initial risk factors. This role involves conducting in-person meetings ensuring applications are complete and accurate, and guiding clients through the insurance process in alignment with company policies and underwriting guidelines.

Key Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess potential risks and identify factors that may influence underwriting decisions.
• Complete and submit applications in compliance with company policies and industry regulations.
• Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Prior experience in insurance sales, underwriting, or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one.
• Strong communication, presentation, and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Proficient in using CRM software and digital applications for client management.

Work Environment

• Combination of fieldwork (meeting clients at their location) and remote/office-based work.
• May require evening or weekend availability to accommodate client schedules as needed.