Date document last updated: October 29, 2024
Job Summary:
As an Insurance Sales Agent at CAP Insurance Group, you will be responsible for generating new business by identifying and meeting the insurance needs of prospective clients. You will leverage your knowledge of our products to provide tailored insurance solutions, foster client relationships, and achieve sales goals. This role requires a self-starter with excellent communication skills and a passion for helping others.
Supervisory Responsibilities:
- None
Duties/Responsibilities:
Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
- Prospect and Generate Leads: Identify and target potential clients through various methods, including referrals, networking, and marketing initiatives.
- Network with Others: Identify and meet with centers of influence that can refer business to you
- Outbound Calls: Use phone/email to reach out to prospective commercial and personal lines clients
- Consult with Clients: Assess clients’ insurance needs, offer appropriate coverage options, and explain policy details, including benefits, terms, and exclusions.
- Prepare and Present Quotes: Prepare and present customized insurance quotes to clients, ensuring clarity and accuracy in all documentation.
- Manage Client Relationships: Build and maintain strong relationships with clients to ensure high levels of satisfaction and retention.
- Close Sales: Convert leads into clients by effectively closing sales and meeting or exceeding sales targets.
- Stay Informed: Keep up-to-date with industry trends, changes in insurance regulations, and new products to provide clients with accurate information.
- Administrative Duties: Complete necessary paperwork, process applications, and maintain accurate records of client interactions and transactions.
Skills & Abilities:
- Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Observing, receiving, and otherwise obtaining information from all relevant sources.
- Convincing others to buy policies or to otherwise change their minds or actions.
- Using computers and computer systems (including hardware and software) to enter data and process information.
- Developing specific goals and plans to prioritize, organize, and accomplish your work.
- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
- Analyzing information and evaluating results to choose the best solution and solve problems.
- Communicating with people outside the organization, representing the organization to customers, the public, and other external sources.
- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
CAP Insurance Group, LLC is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. CAP Insurance Group, LLC strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, other protected classes recognized by applicable state or local law, or any other characteristic protected under applicable federal, state, or local law. All CAP Insurance Group, LLC employees, other workers, and representatives are prohibited from engaging in unlawful discrimination. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.
I have read the above Insurance Sales Agent Job Description and have been afforded the opportunity to ask questions and receive clarification. I understand this document will be used for multiple purposes including as a guide for professional development of my knowledge, skills and abilities relative to my expected on-the-job performance; for goal setting; for evaluation of and feedback on my job performance; and, as a baseline for my annual performance appraisal.