Insurance Sales Representative Position Available In Lee, Florida

Job Description:

Are you a people person with keen listening skills, strongattention to detail, and a knack for navigating the finer detailsin business or financial plans? If so, we’re looking for you! Weare seeking a definitive decision-maker who is eager to connectnew, existing, and prospective clients with the insurance programthat best meets their individual needs. Job seekers should be eager yet intuitive communicators with ademonstrated knowledge of different types of insurance policies andexcellent organization skills. If you are looking for a flexiblefull-time position that offers growth opportunities, significantearning potential, and plenty of variety, start your applicationtoday!

Responsibilities:

• Implement sales strategies and tactics proven effective inmaintaining and growing existing customer portfolios comprised ofloyal, long-term clients
• Continue your education on evolving insurance industryprotocols to adequately fulfill all policy requirements and monitorinsurance claims to customers’ satisfaction
• Listen attentively to new and potential clients, evaluate theirneeds and their financial statuses, and propose ideal plan optionsfor their unique circumstances and insurance needs
• Create tailored risk management strategies directly withclients that align with their risk profiles
• Ensure bookkeeping systems, sales databases, and customerrecords are maintained to report progress toward monthlyinitiatives to stakeholders

• Client Consultation:

  Conduct thorough consultations withclients to understand their insurance needs and providepersonalized recommendations

• Customer Service:

  Provide exceptional customer service byaddressing client inquiries, resolving issues, and ensuring overallsatisfaction

• Sales Generation:

  Achieve and exceed sales targets byproactively working our existing leads while leveraging existingrelationships

• Product Knowledge:

  Stay up-to-date on the latest insuranceproducts, industry trends, and regulatory changes to effectivelycommunicate value propositions to clients

• Relationship Building:

  Cultivate strong, long-lastingrelationships with clients, earning their trust and confidence astheir go-to insurance advisor

•

Documentation:

Ensure accurate and timely documentation ofclient interactions, policy details, and other relevantinformation

Qualifications:

• Proven understanding of the insurance industry includinginsurance products, risk management and any state and federalregulations
• Candidates must have an insurance license
• Some computer skills with ability to use Microsoft Office isrequired
• Strong interpersonal skills, communication skills, customerservice skills, and analytical skills are required
• High school diploma required; bachelor’s degree preferred
• A Florida 2-20 or 4-40 insurance license is required
• Experience with independent Florida carriers preferred

About Company:

Brightway Insurance

• Cape Coral is not your typical independentinsurance agency.

We’re a Brightway agency, which means we haverelationships with over 100 insurance carriers and can offer youexpert advice as well as more choices than any other independentagent. Our team is comprised of talented agents who work independently andas a team.

Benefits:

Short/Long term disabilityLifeDentalVision401kCritical illness