Insurance Sales Specialist

Indiana Farm Bureau Insurance•Indianapolis, IN

About The Position

This role involves responding to inbound leads, assessing client needs, recommending insurance products, and providing quotes. The specialist will explain coverage, terms, and benefits, and aim to cross-sell and upsell additional products. Maintaining detailed customer records in a CRM system, meeting sales targets, and staying updated on industry trends are key aspects of the position. The role also includes participating in prospecting, collaborating with team members, and engaging in ongoing training.

Requirements

High school diploma or equivalent.
P&C state insurance license (or ability to obtain one within 30 days of employment).
Strong verbal and written communication skills.
Excellent listening and problem-solving abilities.
Proficiency in Microsoft Office Suite and CRM software.
Ability to work in a fast-paced environment and manage multiple priorities.
Strong attention to detail and accuracy in documentation.
Self-motivated with a results-oriented mindset.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Responds to inbound leads via phone, email, and other digital communication methods.
Assesses potential clients' insurance needs and recommend appropriate products.
Explains insurance coverage, terms, and benefits to prospects.
Provides accurate quotes and assist clients in selecting suitable insurance plans.
Cross-sells and upsells additional insurance products when appropriate.
Maintains detailed records of customer interactions and sales activities in CRM system.
Meets or exceeds sales targets and performance metrics.
Stays up-to-date with insurance products, industry trends, and regulatory changes.
Collaborates with team members to share best practices and improve sales processes.
Participates in ongoing training and professional development activities.
Participates in prospecting activities to locate additional clients.