Insurance Agent
Jackson Hewitt
- Dayton, OH
- Permanent
- Full-time
- Prospecting and lead generation: Identify potential clients through various channels like networking, cold calling, and referrals.
- Client consultation and needs assessment: Conduct in-depth needs analysis to understand clients' risk factors, budget constraints, and desired coverage levels.
- Product knowledge and policy comparison: Stay updated on the latest insurance products and regulations, and present clients with clear comparisons to ensure they choose the most appropriate policies.
- Quote preparation and policy explanation: Prepare accurate and competitive quotes, and clearly explain policy terms, benefits, and exclusions to ensure informed decision-making.
- Sales and negotiation: Utilize effective communication and negotiation skills to close deals and secure new policies.
- Client service and policy administration: Provide ongoing support to clients, answer questions, handle claims processing, and ensure policy renewals are completed smoothly.
- Market research and competitor analysis: Stay informed about industry trends and competitor offerings to adapt strategies and maintain a competitive edge.
- Record keeping and reporting: Maintain accurate records of client interactions, sales activities, and policy details. Prepare reports and analyze data to track progress and identify areas for improvement.
- Excellent communication and interpersonal skills
- Strong sales and negotiation skills
- Problem-solving and analytical skills
- Ability to build and maintain strong client relationships.
- Time management and organizational skills
- Proficiency in computer applications (Microsoft Office Suite, CRM software)
- Insurance license required (specific licenses vary by state)
- Competitive commission structure
- Opportunity for professional development and career advancement
- Dynamic and rewarding work environment.
- Making a positive impact on people's lives by helping them protect their assets and secure their future.