Insurance Agent | Fort Collins jobs in United States
cer-icon
Apply on Employer Site
company-logo

Brightway Insurance · 2 months ago

Insurance Agent | Fort Collins

Brightway Insurance is a dynamic insurance agency seeking a Licensed Insurance Agent for their Fort Collins, CO office. The role involves conducting client consultations, providing personalized insurance recommendations, and achieving sales targets while ensuring exceptional customer service.

Insurance

Responsibilities

Conduct thorough consultations with clients to understand their insurance needs and provide personalized recommendations
Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring overall satisfaction
Achieve and exceed sales targets by proactively working our existing leads while leveraging existing relationships
Stay up to date on the latest insurance products, industry trends, and regulatory changes to effectively communicate value propositions to clients
Cultivate strong, long-lasting relationships with clients, earning their trust and confidence as their go-to insurance advisor
Ensure accurate and timely documentation of client interactions, policy details, and other relevant information
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
Create tailored risk management strategies directly with clients that align with their risk profiles
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders

Qualification

Colorado PropertyCasualty Insurance licenseMicrosoft OfficeInsurance industry knowledgeCustomer service skillsAnalytical skillsInterpersonal skillsCommunication skills

Required

Must currently hold an active Colorado Property and Casualty Insurance license
High school diploma
Must be 18 years of age
Ability to use Microsoft Office
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations

Benefits

Paid training
Ongoing support
Unlimited earning potential
Commission

Company

Brightway Insurance

twittertwittertwitter
company-logo
Brightway Insurance has re-invented the way people shop for insurance.

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-12-17Acquired

Leadership Team

leader-logo
Nick Clements
Chief Executive Officer
linkedin
leader-logo
Shane Blazek
Chief Technology Officer
linkedin
Company data provided by crunchbase