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Comparion Insurance Agency · 1 day ago

PT Insurance Sales Associate

Lake Oswego, OR

Full-time

Onsite

Entry Level

1+ years exp

Comparion Insurance Agency, a Liberty Mutual company, is seeking an Insurance Sales Associate for their Lake Oswego, OR office. The role involves supporting a Sales Agent in new business sales and customer retention while building a strong local network and relationships within the community.

Auto InsuranceFinancial ServicesInsuranceLife Insurance

Responsibilities

Utilize consultative sales techniques to prospect and initiate new business sales

Assists in the processing of new business, including contacting customers to finalize sales and service transactions

Identifies cross selling opportunities for Sales Agent

Contributes to and executes a marketing plan with the Sales Agent

Identifies mass marketing prospects through existing book of business and community prospecting opportunities

Meet monthly goals for new business sales

Completes follow-ups on new policies in order to keep retention level high and capitalize cross-selling opportunities

Coordinates activities with other departments to ensure quality customer service

Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status

Unlicensed candidates will be enrolled in a new hire training class once they begin working for Comparion. The training includes a licensing training program in which Comparion covers the cost of training materials and exam fees