Licensed Insurance Sales Professional – 4.3 stars on Glassdoor!

POSITION SUMMARY

This position is responsible for providing service to clients’ changing insurance needs by selling health, dental, life and/or supplemental insurance products.

Responsibilities       

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of healthcare coverage.
  • Determines clients’ particular needs and/or financial situations by scheduling fact-finding appointments; determining extent of present coverage and/or investments; ascertaining long-term goals.
  • Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Completes coverage by delivering policy, planning future follow-up conversations, and evaluations of needs.
  • Provides continuing service by processing changes in policies and reassessing client needs.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.

 



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