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Travis Huff Agency
Licensed Insurance Producer
Career Insights for Insurance Sales Agent (General)
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Scorecard
Based on Oklahoma data
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What they do
An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
$58,728 / year median in Oklahoma
-3% projected decline
Job Description
Overview Join our dynamic team as a Licensed Insurance Producer and become a vital part of helping clients protect what matters most. In this energetic role, you will leverage your sales expertise and insurance knowledge to connect with customers, understand their needs, and provide tailored insurance solutions. Your enthusiasm and communication skills will drive customer engagement, foster lasting relationships, and contribute to our mission of delivering exceptional service. This position offers an exciting opportunity to grow within a supportive environment dedicated to professional development and client satisfaction. Responsibilities Engage with prospective clients through outside sales efforts, including telemarketing and community outreach, to identify insurance needs and generate new business opportunities Conduct comprehensive client consultations to explain policy options across health, life, property casualty, and commercial insurance lines Negotiate policy terms and premiums to secure optimal coverage solutions that meet client requirements while aligning with insurance regulations Build strong customer relationships by providing ongoing support, benefits administration, and personalized service Maintain detailed records of client interactions using CRM systems and sales administration tools for follow-up and compliance purposes Stay informed about industry trends, insurance regulation updates, and product offerings to deliver accurate advice and recommendations Collaborate with team members on analysis of sales data to identify growth opportunities and improve sales strategies Skills Proven experience in outside sales, retail sales, or insurance sales with a focus on customer relationship building Strong negotiation skills paired with excellent communication abilities in multiple languages or bilingual proficiency preferred Knowledge of health insurance, life insurance, property casualty insurance, and commercial insurance products Familiarity with insurance regulation standards and benefits administration processes Proficiency in Microsoft Office applications and CRM systems for client management and sales tracking Analysis skills to interpret market data and customer needs effectively Exceptional customer service skills with the ability to communicate complex information clearly and professionally Experience in telemarketing or outreach campaigns is a plus Ability to work independently while collaborating effectively within a team environment Embark on a rewarding career where your enthusiasm fuels success! We are committed to supporting your growth as you help clients navigate their insurance options confidently.