Sales Agent (Insurance)

WB Agency; Myrtle Beach (SC); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading insurance firm in South Carolina is seeking an Insurance Agent to serve as the first contact with clients. The role involves gathering information, assessing insurance needs, and guiding clients through the insurance process while maintaining compliance with policies. The ideal candidate should have strong communication skills and prior experience in insurance sales. This position may require both fieldwork and office-based work.

Qualifications

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

Responsibilities

• Conduct client interviews to gather application information.
• Explain insurance products and policy terms clearly.
• Assess potential risks for underwriting decisions.

Skills

Strong communication skills

Detail-oriented

Interpersonal skills

Education

High school diploma or equivalent

Bachelor’s degree

Tools

CRM software

Job description

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.