Insurance Sales Agent

Position Overview

Insurance Sales Agent at First State Insurance Agency – Grow the agency's portfolio through marketing insurance products to prospective customers and educating existing customers on additional products to meet their needs.

Key Responsibilities

• Actively work to build a profitable book of business by identifying and closing qualified leads.
• Meet or exceed the individual sales goals established annually.
• Actively engage in networking and establishing centers of influence.
• Participate in ongoing training, education, and sales meetings to improve sales skills and enhance industry and product knowledge.
• Coordinate client service with the account management team for new business, renewals, reviews, and claims.
• Generate opportunities to cross-sell, refer, and account round business within the company.
• Promote the business relationship between First State Insurance and the carriers.
• Provide clients with strong technical advice and risk management services that meet their insurance needs while ensuring compliance with all company policies and regulations.
• Maintain accurate customer records by entering data into the management system, completing necessary paperwork/applications, and reviewing policies.
• Mentor new agency employees on agency procedures as necessary.
• Exhibit professionalism and provide exceptional customer service both internally and externally.
• Adhere to policies regarding attendance, confidentiality, ethics, and company procedures.

Required Qualifications

• Education/Experience: Bachelor's Degree in business administration or a related field and/or relevant insurance industry experience.
• License/Certifications: Current Nebraska Property and Casualty (P&C) insurance license (or ability to obtain within a specified period) and a valid motor vehicle driver's license or provisional operator's permit.
• Working knowledge of Microsoft Office products.
• Exceptional attention to detail and accuracy.
• Ability to use general office machinery.
• Self-motivated with strong interpersonal skills to interact effectively with customers, management, and co-workers.
• Critical, analytical thinking and problem-solving abilities.
• Robust customer orientation coupled with strong oral and written communication skills.
• Flexibility to work under pressure, meet deadlines, and prioritize workflow.
• Organizational skills, courtesy, diplomacy, and sound judgment.
• Ability to read, write, and effectively communicate with diverse stakeholders.

Benefits & Perks

• 401(k)
• 401(k) matching
• Dental insurance
• Donation matching
• Employee discounts
• Health insurance
• Paid time off
• Tuition assistance
• Vision insurance
• Wellness resources