Insurance Sales Specialist

Primary Responsibilities

• Responds to inbound leads via phone, email, and other digital communication methods.
• Assesses potential clients' insurance needs and recommend appropriate products.
• Explains insurance coverage, terms, and benefits to prospects.
• Provides accurate quotes and assist clients in selecting suitable insurance plans.
• Cross-sells and upsells additional insurance products when appropriate.
• Maintains detailed records of customer interactions and sales activities in CRM system.
• Meets or exceeds sales targets and performance metrics.
• Stays up-to-date with insurance products, industry trends, and regulatory changes.
• Collaborates with team members to share best practices and improve sales processes.
• Participates in ongoing training and professional development activities.
• Participates in prospecting activities to locate additional clients.

• High school diploma or equivalent. Bachelor’s degree preferred.
• P&C state insurance license (or ability to obtain one within 30 days of employment).
• Strong verbal and written communication skills.
• Excellent listening and problem-solving abilities.
• Proficiency in Microsoft Office Suite and CRM software.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Strong attention to detail and accuracy in documentation.
• Self-motivated with a results-oriented mindset.