Insurance Agent

SUMMARY

Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support Insuractive to increase company revenue and profit.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Sales : Promote the company’s product portfolio and provide service assistance to consumers; Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries.
• Deliver prepared sales scripts to educate, inform and provide solutions to potential customers. Describe solutions for individual sales situations;

Communicate with consumers regularly regarding product information, rate changes and key benefits; Monitor compliance with program reporting rules and sales requirements.

Update and maintain proprietary Lead Advantage System in accordance with policies and procedures. Document each and every consumer contact with detailed notes.

Special Projects : Work collaboratively with fellow staff to advance the values and mission of Insuractive and Senior Market Sales by serving on relevant internal and external committees;

Assists with special projects / assignments as requested by members of management.

Performs other duties as assigned by management.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s Degree in marketing or a related field preferred

High School Diploma or GED required

Three (3) or more years of customer service experience

SKILLS

Active Life and Health Insurance license in resident state or willing to obtain in 30 days.(company paid)

Skill in working effectively with inbound and outbound callers / customers.

Skill in negotiating and problem solving to resolve internal and external conflicts.

Skill in the use of office equipment including computer, fax, printer, telephone system, etc.

Skill in the use of time management and organization skills.

Skill in maintaining effective working relationships with all customers, employees and the general public.

Skill in project management.

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.

Ability to engage in effective interpersonal interaction, verbal communication and written communication.

Ability to persuad and run quotes for products.

Ability to maintaina high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.

Ability to maintain all company policies, including all confidentiality and safety policies.

Ability to actively contribute to team effort.

Ability to work independently, exercise independent judgment, make and execute decisions.

Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame.