Insurance Agent

KABS Technology Solutions

  • Ottawa, ON
  • Permanent
  • Full-time
  • 17 days ago
  • Apply easily
Job Title: Insurance Sales RepresentativeOverview: An Insurance Sales Representative plays a pivotal role in the insurance industry, responsible for generating new business, retaining existing clients, and providing exceptional customer service. This role involves a combination of salesmanship, relationship-building, and in-depth knowledge of insurance products and services. Insurance Sales Representatives work for insurance companies or agencies, promoting various insurance policies such as life, health, auto, property, and casualty insurance.Responsibilities: * Sales Generation:
  • Actively prospect and generate leads through various channels including cold calling, referrals, networking, and online inquiries.
  • Conduct thorough needs assessments to understand clients' insurance requirements and recommend suitable policies.
  • Present and explain insurance policy options to potential clients.
  • Close sales and achieve monthly/quarterly sales targets.
  • Customer Relationship Management:
  • Develop and maintain strong relationships with existing clients to ensure retention and satisfaction.
  • Address client inquiries, concerns, and policy changes promptly and professionally.
  • Provide ongoing support and guidance to clients throughout the policy lifecycle.
  • Product Knowledge and Consultation:
  • Stay updated on industry trends, market conditions, and regulatory changes affecting insurance products.
  • Educate clients on various insurance options, coverage details, and policy features.
  • Analyze clients' current insurance coverage and recommend adjustments or additional products as needed.
  • Administrative Tasks:
  • Prepare and process insurance policy applications, endorsements, and renewals accurately.
  • Maintain detailed records of client interactions, sales activities, and policy changes in CRM systems.
  • Collaborate with underwriters, claims adjusters, and other internal teams to ensure seamless service delivery.
  • Compliance and Ethics:
  • Adhere to legal and regulatory requirements governing insurance sales and practices.
  • Conduct all business activities with honesty, integrity, and transparency.
Requirements
  • Bachelor's degree in Business, Marketing, Finance, or related field preferred.
  • Proven track record of success in sales, preferably in the insurance or financial services industry.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong problem-solving abilities and attention to detail.
  • Ability to work independently and as part of a team.
  • Proficiency in using CRM software and other sales tools.
  • State insurance license required (may vary depending on location).
  • Continuing education and training in insurance products and sales techniques may be necessary to maintain licensure and stay current in the field.

KABS Technology Solutions