Retail Sales Insurance Agent

Key Responsibilities

• Team Leadership and Development:

  • Recruit, hire, and onboard new insurance sales representatives.

  • Train, mentor, and coach agents to improve their sales skills, product knowledge, and customer service.

  • Set individual and team sales goals and monitor performance.

  • Conduct regular performance reviews and provide constructive feedback.

  • Motivate the team to achieve and exceed sales targets.

• Sales and Business Management:

  • Develop and execute sales and marketing strategies to generate new leads and retain existing clients.

  • Manage the agency's budget, analyze financial performance, and ensure profitability.

  • Oversee the sales pipeline and track key performance indicators (KPIs).

  • Maintain a positive and productive work environment.

• Operational and Compliance Management:

  • Ensure all agents are properly licensed and comply with state and federal insurance regulations.

  • Maintain accurate records and documentation.

  • Act as a point of escalation for complex client issues and claims.

  • Stay current with industry trends, products, and technology.

Skills and Qualifications

• Required Qualifications:

  • P&C Insurance License: Must hold a valid Property & Casualty insurance license.

  • Experience: Proven experience in sales and or management background

  • Communication: Excellent verbal and written communication skills for managing a team and interacting with clients.

  • Sales Acumen: Strong sales, negotiation, and closing skills.

• Key Skills:

  • Leadership and People Management: Ability to lead, motivate, and mentor a team.

  • Strategic Thinking: Capacity to develop and execute business plans and sales strategies.

  • Problem-Solving: Strong analytical and problem-solving skills to address client issues and operational challenges.

  • Organizational Skills: Excellent time management and organizational abilities to manage multiple responsibilities.