Insurance Sales Job Description

Insurance Sales Job Description

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Insurance Sales Duties & Responsibilities

To write an effective insurance sales job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance sales job description templates that you can modify and use.

Sample responsibilities for this position include:

Understand the value of LNRS products and pricing competitive offerings and articulate LNRS benefits in a manner meaningful to a customer
Call existing customers to secure appointments, gather information on customer needs, position and demonstrate LNRS products as solutions to customer’s business issues, manage customer objections, negotiate pricing and contracts and close the sale
Develop high quality customer rapport to obtain information in order to generate insurance quotes and sell auto, home and umbrella insurance products through inbound phone calls
Assist Sales Agents with outbound sales calls to clients to further discuss our services and products
Demonstrate a clear understanding and ability to use all relevant LNRS products and solutions to effectively present them to clients on an ad hoc basis, but also to incorporate and use the same in the creation of your account strategies
Clearly demonstrate understanding of LNRS pricing, administrative procedures, and organization to effectively answer clients’ questions or implement solutions in a timely fashion
Act as Technical Advisor for Sales Associates by being knowledgeable of all products and processes available resources
Deliver exceptional service to customer through intelligent selling and retention by matching customer`s needs to our relevant products and services
Work independently to drive new business by generating and closing on sales opportunities
Have an entrepreneurial attitude

Insurance Sales Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Insurance Sales

List any licenses or certifications required by the position: AHIP, CLU, MBA, CPCU, FLMI, E&O

Education for Insurance Sales

Typically a job would require a certain level of education.

Employers hiring for the insurance sales job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in General Education, Education, Associates, Business, Finance, Marketing, Agriculture, Management, Business/Administration, Communication

Skills for Insurance Sales

Desired skills for insurance sales include:

Pricing
Products
Microsoft Word and Microsoft Excel
Industry competitors and provide critical market feedback to leadership regarding local competition and service needs
Policy features available for sale
Ability to analyze and interpret insurance policies and insurance coverage
Insurance laws
Regulations and processes
Experience in working in a compliance and regulatory environment
MS Office applications

Desired experience for insurance sales includes:

Ability to work on-site, flexible work shifts including occasional Saturdays
Prefer sales experience
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Position may require irregular working hours

Insurance Sales Examples

1

Insurance Sales Job Description

Job Description Example
Our innovative and growing company is looking for an insurance sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance sales
  • Effective consultations, advanced problem solving, retention process adoption, business planning and marketing strategies
  • Meet or exceed monthly sales goals, with a heavy focus on cross selling existing customers that are warm transferred to the department
  • Identify and Suggest product upgrades and upsell opportunities
  • Maintain a follow up database, and X-Date bank of people to contact at the appropriate time
  • Be able to make outbound calls to monoline customers, and sell the value of the Account Relationship
  • Liaison with other departments to gain acceptance and approval of risks that fall outside of established guidelines
  • Successful Specialists are able to meet or exceed sales targets, execute high quality service calls with Clients, understand and meet multiple performance metrics, and abide to insurance industry regulations
  • Developing appropriate business plans to maximize sales and meet revenue objectives by identifying and developing customer opportunities
  • Cultivating strong relationships with top influencers to create and maintain a sales pipeline
  • Have a entrepreneurial attitude
Qualifications for insurance sales
  • Ability to comprehend and clearly articulate healthcare insurance plans and product knowledge to prospective members/callers and sales agents
  • Two years sales experience in a call center environment is preferred
  • Experience working with a Customer Relationship Management System (ie
  • Must possess or secure active P&C state license(s) and maintain license(s) as needed
  • Minimum 1 – 3 years’ experience in a customer service or sales environment
  • Takes ownership and accountability when handling a customer
2

Insurance Sales Job Description

Job Description Example
Our company is growing rapidly and is hiring for an insurance sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for insurance sales
  • Handle additional duties as assigned or needed to enhance the customer experience
  • Oversee the day-to-day activity of insurance sales staff, including Sales Managers
  • Meeting regularly with Agency Carrier representatives to formulate sales and marketing strategies and interpret results
  • Lead Sales Associates by practicing influential supervisory techniques and fostering a Shared Values working environment
  • Prepare monthly reports of the department’s activity and sales statistics for upper management
  • Must use established guidelines and techniques such as timeliness, quality and effectiveness to respond to all inquiries
  • May recommend and sell additional or increased coverage in appropriate situations and within specified guidelines - dependent upon Regional location
  • Manage the accounts and the territory (mainly Thailand and IndoChina) assigned
  • Produce Sales Analysis Reports
  • Sales Data Collection and Analysis-Ad-hoc
Qualifications for insurance sales
  • Must have good communication
  • Post-secondary degree or equivalent business experience preferred but not required
  • Florida 2-20 License
  • Bachelor’s degree in Business, Management or Marketing preferred or equivalent work experience
  • Minimum of five years insurance sales experience as Account Executive/Sales Correspondent in Commercial Lines industry
  • Effective team player who can work autonomously
3

Insurance Sales Job Description

Job Description Example
Our growing company is hiring for an insurance sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance sales
  • Sell and service insurance products to new and existing customer base
  • Prospect sectors or market areas by identifying business needs and proposing company products and services
  • Develop standardized sales reporting
  • Lead sales data projects
  • Build professional relationships with existing customers to encourage brand loyalty and improve retention opportunity
  • Take personal responsibility for delivering quality, retention and service targets, through focused inbound and outbound telephony campaigns
  • Take personal accountability for each customer you interact with and ensure queries are resolved at first point of contact where possible
  • Ensure all customer interactions and activities adhere to internal standard and external regulatory requirements
  • Create and manage a pipeline of candidates for all open and future sales positions
  • Partner with Corporate and local HR to stay aligned on initiatives, policies and procedures
Qualifications for insurance sales
  • Ability and desire to sell
  • Experience with automated agency management system, such as Applied or AMS360
  • Proficient in Microsoft Office and Google Mail
  • On-going Personal Developmentyou will constantly be learning and developing with ongoing training delivered by our dedicated Training and Development Managers
  • Based on experience, this position may be filled at an Insurance Sales Executive Sr
  • Can be hired at a Sr
4

Insurance Sales Job Description

Job Description Example
Our company is growing rapidly and is hiring for an insurance sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for insurance sales
  • Proactive attitude to learning all products, services and Workers Compensation market
  • Follow standard reporting process to provide consistent and easy to read status on candidates for all open positions
  • Maintains & builds Agent’s direct prospect pipeline by utilizing EPIC database
  • Quoting new business proposals when applicable
  • Developing COI’s through various networking opportunities throughout community
  • Referring existing clients to Customer Service Centers
  • Return phone calls/voicemails from existing clients when appropriate
  • Follow-up on outstanding leads generated by DO Agent
  • Process applications and customer payments
  • Prospect and evaluate leads
Qualifications for insurance sales
  • Medicare and/or ACA experience required
  • Complete familiarization with sales, operations, underwriting and processing required at a level usually obtained by 7-10 years’ experience in the insurance Industry
  • Must be able to assess market conditions and trends and be able to design strategies to align with operational goals
  • BA/BS in Business Administration or equivalent, with concentration in Marketing, Management or Financial Analysis preferred
  • Desktop computing skills including use of standard business application software (e.g., Microsoft Word, Excel, Power Point)
  • Bachelor’s Degree or three (3) years of related Personal Lines insurance experience
5

Insurance Sales Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of insurance sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance sales
  • Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities
  • Responsible for the development and successful acquisition of new business revenue from new and existing clients
  • Identify areas for continuous improvement and implement initiatives to increase cost savings, efficiency, or effectiveness
  • Develop and promote strong relationships with prospects and clients
  • Achieve pre-determined sales goals
  • Strategic prospecting of new advisors to increase sales, including following up on leads
  • Provide life and health product and illustration training, including awareness of sales strategies and the sales cycle to independent advisors via phone and virtual conferencing tools
  • Participate in outbound contact campaigns designed to raise awareness of the team and its ability to support advisors
  • Proactively identify advisors for potential opportunities
  • Participate in post-launch sales initiatives to develop advisor interest in campaigns and product enhancements, with the goal of generating sales and increasing market share
Qualifications for insurance sales
  • Must have, or secure, and maintain appropriate state license(s) and continuing education credits
  • Analytical reporting skills are preferred
  • Minimum 10 years of sales experience with at least 3 years serving in the insurance industry and have worked in an enterprise IT vendor environment especially in Indochina region
  • Some actuarial experience and relationships in the Indo China region, and selling insurance application software as a hunter sales will be preferred
  • Minimum 5-7 years experience in Property and Casualty and/or Employee Benefits
  • Possess outstanding communication skills, both verbal and written, and the ability to create compelling, persuasive presentations for sales team's prospective clients

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