Job Description
General Description:
Responsible for helping clients understand, select, and manage insurance policies that cover damage to property (homes, cars, businesses) and liability exposures. This role involves sales, client consultation, policy management, and ensuring compliance with industry regulations.
Essential Duties and Responsibilities:
Develop and maintain strong relationships with clients to understand their insurance needs.
Educate clients on available P&C insurance products, policy features, benefits, and coverage options.
Provide personalized recommendations and quotes based on individual risk assessments.
Prospect for new clients through networking, referrals, cold calling, and marketing campaigns.
Follow up on leads and close new policy sales in a timely and professional manner.
Assist clients with policy renewals, coverage changes, endorsements, and cancellations.
Process applications, issue certificates of insurance, and maintain accurate client records.
Handle claims-related inquiries and support clients through the claims process.
Perform other duties as required.
Supplemental Information:
This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.
Education and/or Experience:
High school diploma or equivalent required; bachelor’s degree preferred.
2+ years of experience in insurance sales
Familiarity with agency management systems and quoting platforms is a plus.
Spanish and Portuguese preferred.
Strong communication and interpersonal skills.
Sales-driven with excellent negotiation and closing abilities.
Organized, detail-oriented, and able to manage multiple tasks simultaneously.
Proficient in Microsoft Office and CRM systems.
Ability to work independently and in a team environment.
Licenses and / or Certifications:
Insurance Agent Licenses required: 2-20 General Lines (Property & Casualty). Additional insurance licenses (e.g. Life & Health) are a plus.
...our downtown San Francisco office. ~1-3 yoe in finance/banking in a highly technical role ~ Quickbooks experience is a... ...relevant education or training, and location. Seniority level ~ Seniority level Entry level Employment type ~ Employment type Full-time...
...Schedule M-F 8:45am to 5:15pm, with a rotation of being an overnight nurse on call via cell phone** We are looking for TRULY EXCEPTIONAL... ...resources to promote quality cost-effective outcomes via the telephonic medical management process. This position might be the...
...Position: Lead Business Analyst Location: Alburtis, PA (preferred onsite Mon-Fri but remote flexibility if needed) This is a Direct... ...Services ~ Knowledge & experience in relevant technologies like SAP, MES, xAAS, .NET, SQL, Azure, Power BI, Google Suite,...
Job Summary: The Accounting & Financial Analyst is responsible for supporting both accounting and financial analysis functions, including general ledger maintenance, financial reporting, accounts payable and receivable, budgeting, and financial planning. The role ensures...
Position Summary T he Operations Advisor i s res po nsib le f or providing opera ti on a l management of work requests to drive satisfactory results for the Client Service Team (CST), Client Experience leadership , Sales and cli en t s. Po siti on re q u i r e s strong...