Sales Agent (Insurance)

WB Agency; Hopkinsville (KY); Hybrid; USD 35.000 - 65.000; Vollzeit

Zusammenfassung

Wb Agency in the United States is seeking an Insurance Agent to be the first point of contact for prospective clients, assessing insurance needs and guiding applicants through the underwriting process. The role includes collecting information, ensuring applications are complete, and maintaining compliant records.

The position involves a mix of field meetings and remote/office work, with some evening or weekend availability as needed.

Qualifikationen

• Strong communication, presentation, and interpersonal abilities.
• Detail-oriented with excellent organizational skills.
• Proficient with CRM software and digital applications for client management.

Aufgaben

• Conduct client interviews to gather personal, financial, and medical information for applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess risks and influence underwriting decisions.
• Complete and submit applications in compliance with policy and regulations.
• Coordinate with underwriting to resolve information gaps.

Kenntnisse

Communication skills

Presentation skills

Interpersonal skills

Detail-oriented

Ausbildung

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Jobbeschreibung

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.