Insurance Sales Associate

Cornerstone Capital Bank•Englewood, CO

About The Position

Cornerstone Insurance Agency, a division of Cornerstone Capital Bancorp, Inc., is seeking an Associate Insurance Sales Agent. This role is responsible for completing training, developing product knowledge, learning agency sales processes, and building the skills necessary to transition into a successful insurance sales role. During the onboarding and ramp-up period, the associate will gain experience in customer interactions, quoting processes, coverage analysis, and sales techniques while working closely with agency leadership and experienced producers. Cornerstone Capital Bancorp, Inc. is a bank holding company headquartered in Houston, Texas, with significant assets and equity. The company has a history of growth through acquisitions and a mission focused on making a positive difference in the lives of others through home lending and insurance services.

Requirements

High school Diploma or equivalent
Experience with managing customer relationships
Experience with CRM systems
Entrepreneurial spirit
Problem-solving mindset
Self-motivated with a hands-on, self-starter approach
Excellent time management abilities
High level of attention to detail and organizational skills
Driven by results and committed to continuous improvement
Demonstrating integrity and fostering honest communication

Nice To Haves

Property & Casualty License preferred

Responsibilities

Contact potential clients to expand their own customer base
Interview prospective clients to get information about their financial situation and discuss existing coverage
Explain various insurance policies and products to potential and existing clients; guide clients in selecting coverage to best meet their needs.
Suggest modifications and updates to clients’ existing insurance policies.
Build customized insurance policies and packages to meet client needs.
Complete all required licensing, onboarding, and agency training programs.
Learn agency systems, carrier products, quoting platforms, and sales workflows.
Participate in customer calls, meetings, and role-playing exercises to develop consultative selling skills.
Observe and assist experienced agents in gathering customer information and identifying insurance needs.
Learn how to evaluate clients' financial situations, existing coverages, and risk exposures.
Develop the ability to explain insurance products, coverage options, and policy benefits effectively.
Practice creating customized insurance solutions designed to meet client needs.
Build proficiency in prospecting, lead management, follow-up activities, and customer relationship management.
Progressively assume responsibility for handling customer interactions, generating quotes, and closing business as proficiency increases.
Demonstrate continuous growth toward achieving individual sales and service performance expectations.