Insurance Sales Associate

Full-time - Entry Level

Plano, TX

1,001-5,000 employees

About the position

The Insurance Sales Associate role at Comparion Insurance Agency involves supporting a Sales Agent in driving profitable growth through new business sales and customer retention. This position emphasizes building strong relationships within the community and requires excellent listening and empathy skills to effectively engage with customers.

Responsibilities

• Utilize consultative sales techniques to prospect and initiate new business sales.
• Assist in the processing of new business, including contacting customers to finalize sales and service transactions.
• Identify cross-selling opportunities for the Sales Agent.
• Contribute to and execute a marketing plan with the Sales Agent.
• Identify mass marketing prospects through the existing book of business and community prospecting opportunities.
• Meet monthly goals for new business sales.
• Complete follow-ups on new policies to maintain high retention levels and capitalize on cross-selling opportunities.
• Coordinate activities with other departments to ensure quality customer service.
• Act as the initial contact in addressing customer concerns regarding the establishment of policies and new account status.
• Participate in a new hire training class for unlicensed candidates, which includes a licensing training program.

Requirements

• High School Degree
• 1-2 years of relevant sales experience preferred
• Exceptional written and verbal communication skills
• Ability to handle common objections and educate customers in a consultative manner
• Demonstrated self-starter, motivated to learn and grow in a professional sales organization
• Professional business acumen, strong presence and confidence
• Resourceful team player that can contribute and accept new ideas
• A state insurance license—or willingness to earn one with training and support—in Property & Casualty, and Life

Benefits

• Comprehensive benefits package
• Continuous learning opportunities
• Supportive work environment
• Diversity, equity, and inclusion initiatives