Insurance Sales Agent (Protégé Program)

Key Responsibilities

• Sales and Business Development:

• •  

    Sales Representative in training to become an agency manager

    Actively prospect for new clients through cold calling, networking, referrals, and marketing strategies.

  • Meet with prospective clients to assess their needs and financial situation.

  • Provide quotes and present tailored insurance solutions for personal lines (auto, home, renters, boat, etc.) and/or commercial lines (workers' compensation, general liability, commercial property, etc.).

  • Cross-sell and upsell additional policies to existing clients to increase their coverage.

  • Meet or exceed sales targets and performance metrics.

• Client Management and Service:

  • Build and maintain strong, long-term relationships with clients.

  • Serve as a primary point of contact for clients, addressing inquiries, and resolving issues in a timely and professional manner.

  • Assist clients with policy changes, renewals, and cancellations.

  • Guide and support clients through the claims process, acting as an intermediary between the client and the insurance company.

• Administrative and Compliance:

  • Accurately complete and process insurance applications, forms, and other documentation.

  • Maintain detailed and up-to-date client records in a customer relationship management (CRM) system.

  • Stay current with industry trends, changes in laws and regulations, and new insurance products.

  • Adhere to all ethical and professional standards and licensing requirements.

Skills and Qualifications

• Required:

  • Licensing: Must have or be willing to obtain a valid state P&C insurance license within 45 days. Many states also require continuing education to maintain the license.

  • Experience: Previous sales or customer service experience is often required or preferred.

  • Communication Skills: Excellent verbal and written communication skills to clearly explain complex insurance concepts.

  • Interpersonal Skills: Strong ability to build rapport and trust with clients.

  • Computer Skills: Proficiency with computers, including Microsoft Office Suite and CRM software.

• Preferred (but not always required):

  • Proven track record of meeting or exceeding sales goals.

  • Knowledge of specific insurance products (e.g., personal lines vs. commercial lines).

  • Bilingual skills.

Key Personal Attributes

• Self-motivated and goal-oriented: Ability to work independently and drive personal success.

• Persistent and resilient: Comfortable with handling rejection and staying positive.

• Analytical: Ability to assess a client's risk exposure and recommend appropriate coverage.

• Customer-focused: A genuine desire to help people and provide exceptional service.

• Ethical: High level of integrity and honesty.