Insurance Sales and Service Agent

Insurance Sales and Service Agent Sugar Land, TX Job Details Part-time | Full-time | Contract From $36,000 a year 5 hours ago Benefits Health insurance Qualifications Bilingual Term negotiation Record keeping Customer communication Customer relationship building Market analysis Achieving HIPAA compliance Multilingual Maintaining patient confidentiality Regulatory compliance HIPAA Mid-level Client relationship development Marketing strategy development Customer inquiry handling Property & Casualty License Analysis skills Attention to detail Property casualty insurance Prospecting CRM system proficiency Achieving sales targets Brand awareness campaigns Insurance sales Communication skills Marketing Conducting sales calls Full Job Description Job Summary Join our dynamic team as an Insurance Sales and Service Agent, where you'll be the driving force behind delivering exceptional customer experiences while promoting a wide range of insurance products. This energetic role combines outside sales, customer service, and marketing to help clients find tailored insurance solutions that meet their needs. You'll leverage your communication skills and analysis abilities to build lasting relationships, negotiate effectively, and ensure clients understand the benefits of their coverage options. If you're passionate about helping others protect what matters most and thrive in a fast-paced environment, this opportunity is perfect for you! Duties Engage in outside sales efforts by reaching out to prospective clients through telemarketing, community events, and networking to promote insurance products. Conduct comprehensive needs analysis for clients to recommend suitable insurance policies, including health, life, auto, or property coverage. Negotiate policy terms and premiums with clients to secure mutually beneficial agreements that align with their budgets and coverage requirements. Provide exceptional customer service by answering inquiries, explaining policy details clearly, and assisting clients with claims or policy updates. Manage sales administration tasks such as processing applications, maintaining client records, benefits administration, and updating CRM systems. Collaborate with marketing teams to develop strategies that increase brand awareness and attract new customers across diverse markets. Ensure compliance with industry regulations such as HIPAA (Health Insurance Portability and Accountability Act) and maintain confidentiality of sensitive client information. Qualifications Texas Insurance P&C License Preferred but not Required. Proven experience in outside sales, retail sales, or telemarketing with a track record of meeting or exceeding targets. Strong negotiation skills combined with excellent communication skills to articulate complex insurance concepts clearly. Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively. Familiarity with sales administration processes and analysis skills to evaluate market trends and client needs. Knowledge of insurance sales practices along with marketing expertise to promote products confidently. Customer service orientation with a passion for helping clients understand their coverage options and benefits. Ability to work independently in a fast-paced environment while maintaining attention to detail and regulatory compliance. Embark on a rewarding career where your enthusiasm for sales meets your dedication to customer care! We're committed to supporting your growth through ongoing training opportunities and a vibrant team environment that celebrates success at every step.

Pay:

From $36,000.00 per year

Work Location:

In person