Job Description
General Description:
Responsible for helping clients understand, select, and manage insurance policies that cover damage to property (homes, cars, businesses) and liability exposures. This role involves sales, client consultation, policy management, and ensuring compliance with industry regulations.
Essential Duties and Responsibilities:
Develop and maintain strong relationships with clients to understand their insurance needs.
Educate clients on available P&C insurance products, policy features, benefits, and coverage options.
Provide personalized recommendations and quotes based on individual risk assessments.
Prospect for new clients through networking, referrals, cold calling, and marketing campaigns.
Follow up on leads and close new policy sales in a timely and professional manner.
Assist clients with policy renewals, coverage changes, endorsements, and cancellations.
Process applications, issue certificates of insurance, and maintain accurate client records.
Handle claims-related inquiries and support clients through the claims process.
Perform other duties as required.
Supplemental Information:
This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.
Education and/or Experience:
High school diploma or equivalent required; bachelor’s degree preferred.
2+ years of experience in insurance sales
Familiarity with agency management systems and quoting platforms is a plus.
Spanish and Portuguese preferred.
Strong communication and interpersonal skills.
Sales-driven with excellent negotiation and closing abilities.
Organized, detail-oriented, and able to manage multiple tasks simultaneously.
Proficient in Microsoft Office and CRM systems.
Ability to work independently and in a team environment.
Licenses and / or Certifications:
Insurance Agent Licenses required: 2-20 General Lines (Property & Casualty). Additional insurance licenses (e.g. Life & Health) are a plus.
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