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Insurance Sales Representative

Job Description
Possessing a broad understanding and application of a body of knowledge, the purpose of this position is to sell insurance products to new clients via phone in a call center environment, utilizing leads provided by the company. 
  • Answers inbound calls to sell insurance products to new clients.
  • Markets insurance products via the telephone to maximize sales of insurance plans by preparing and presenting solutions, negotiating and overcoming objections, and assisting in purchasing appropriate products.
  • Pre-qualifies applicants to determine eligibility and asks underwriting questions to determine if specified prospective client meets carrier requirements.
  • Ensures carrier, state, and company guidelines are adhered to.
  • Cross sells insurance products, identifies sales leads, and makes outbound calls to finalize a sale.
  • Enters all information related to the call for reporting purposes.
  • Mentors and provides feedback to other team members
  • Acts as a subject matter expert for team members and handles escalations as needed.
  • Works with internal business partners to achieve business unit results. 
  • Makes outbound calls to support campaigns focused on cross selling, selling additional products, as well as closing additional business.
  • High school diploma required and college degree preferred
  • 2-4 years of relevant sales experience required. Customer service and/or sales experience preferred
  • Ability to interpret insurance products to clients.
  • Ability to motivate and influence people towards suggested products/solutions.
  • Excellent written and verbal communication skills to effectively interact with customers on the telephone.
  • Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively.
  • Detail oriented to ensure accuracy.
  • Possess self-discipline, self-motivation, and ability to meet assigned objectives.
  • Basic computer skills and the ability to navigate through multiple systems without assistance.
  • Core competencies include:
    • Communicating With Impact
    • Negotiations
    • Building and Maintaining Relationships
  • Appropriate license must be obtained if necessary for the position.  License required could include Property and Casualty, Personal Lines, or Life & Health
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