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Barnum Financial Group · 1 day ago

Property & Casualty Insurance Agent

New Jersey, United States

Full-time

Hybrid

New Grad, Entry Level

Barnum Financial Group is dedicated to providing personalized financial protection through a variety of insurance products. The Property & Casualty Insurance Agent will be responsible for prospecting, offering solutions, and servicing clients while maintaining strong relationships and ensuring high levels of client service and retention.

Financial ServicesInsuranceService Industry

Growth Opportunities

Hiring Manager

Melissa Poli

Responsibilities

Conduct needs-based policy reviews as the client's trusted advisor

Once client needs are determined, match those needs with the appropriate coverage

Efficiently run and analyze comparative insurance quotes, leveraging EZ Lynx and other tools

Effectively present options to clients with recommendations on how best to meet their needs

Build strong relationships with clients to maintain a high level of client service and retention

Calling leads and engaging in lead generating activities (e.g. networking groups, social media, etc.)

Develop effective working relationships with Financial Advisors (FA), proactively updating the FA on changes in coverage and opportunities or gaps in the client’s P&C coverage

Collaboratively work with other P&C insurance agents on the team as well as operations & service leaders to continue improving the products and services that Barnum P&C offers

Qualification

Property & Casualty LicenseAnalytical skillsTechnical abilitySales experiencePhone etiquetteInterpersonal skillsCommunication skillsTeam collaborationGrowth mindset