The Insurance Sales Specialist-Senior requires basic technical and personal insurance product knowledge in the daily responsibilities of performing inbound and outbound phones sales using multiple insurance carriers. Duties and Responsibilities: Sell personal insurance products to individuals. Inbound and Outbound calls to prospective clients. Identify prospective customers using established lead methods. Counsel and advice prospects on matters of protection and coverage. Develop and maintain business relationships with internal and external referral sources. Meet goals for volume of quality new business quoted and written within company guidelines. Proficient with computers; comparative rater, carrier sites to perform quoting and documentation of actions, as well as internal Systems, MAX, ESS, etc. Maintains up to date knowledge of products, services, technology and regulations. Interact closely with insurance partners and/or Call Center Bankers to meet customer needs. Assignments are regularly monitored and work is screened according to agency standards. Requires limited independent decision making and will have moderate supervision from management. Perform other duties as assigned.
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Job Type
Full-time
Career Level
Senior
Education Level
High school or GED