Insurance Sales Agent

• 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
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction

• Experience with accounting and or sales lead software is a plus
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• High school diploma required; bachelor’s degree preferred
• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
• Candidates should have basic computer skills and be able to use Microsoft Office programs

Sherrill Insurance Agency