Insurance Sales Agent
Sales & Business Development
Lehi, UT, USA
USD 20.1-31.54 / hour
Responsibilities:
Develop and maintain strong relationships with policyholders in a fast-paced sales environment
Take incoming lead calls to address customer needs with tailored solutions by proactively cross-selling and upselling insurance products, driving customer satisfaction and revenue growth
Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
Obtain and maintain Property & Casualty and Life insurance licenses by attending continuing education classes and staying updated on industry best practices
Respond to customer inquiries via phone, email, and chat, providing accurate policy information and resolving issues.
Assist with policy updates, renewals, and claims inquiries, ensuring efficient service
Maintain accurate records of customer interactions and policy updates
Follow established procedures and guidelines to ensure compliance with state and federal regulations
Collaborate with internal teams to resolve complex issues and ensure seamless customer experiences
Participate in team meetings and training to stay updated on products and industry trends
Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions
Minimum Qualifications:
Resident Insurance Producer License (may be obtained after offer, but before starting)
Demonstrates success in cross-selling insurance products and maintaining an assigned book of business
Excellent communication and presentation skills
Proven track record of meeting or exceeding sales targets
Proficiency in computer applications, including Microsoft Office
Exceptional analytical and problem-solving abilities
Ability to work independently and in a team environment
Attention to detail and strong organizational skills
Preferred Qualifications:
Bachelor’s degree in business administration or related field
Minimum of 2 years of sales experience
Experience with insurance software and CRM systems
Knowledge of property management or real estate industry
Bilingual proficiency in English and Spanish for enhanced customer support capabilities
Demonstrates success in cross-selling insurance products and maintaining an assigned book of business
20.1 - 31.54 USD