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Brightway Insurance · 4 days ago

Insurance Sales Representative

Fort Collins, CO

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $65K/yr

Brightway Insurance is a dynamic independent insurance agency that offers a wide range of insurance solutions. The Insurance Sales Representative will conduct client consultations, provide exceptional customer service, and achieve sales targets while building strong relationships with clients.

Insurance

Hiring Manager

Donna C.

Responsibilities

Client Consultation: Conduct thorough consultations with clients to understand their insurance needs and provide personalized recommendations

Customer Service: Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring overall satisfaction

Sales Generation: Achieve and exceed sales targets by proactively working our existing leads while leveraging existing relationships

Product Knowledge: Stay up to date on the latest insurance products, industry trends, and regulatory changes to effectively communicate value propositions to clients

Relationship Building: Cultivate strong, long-lasting relationships with clients, earning their trust and confidence as their go-to insurance advisor

Documentation: 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 licenseInsurance industry knowledgeMicrosoft OfficeCustomer service skillsAnalytical skillsCommunication skillsInterpersonal skills