About the Role
The role involves identifying new business opportunities, building relationships with clients, and closing insurance sales through inbound and outbound communication.
Responsibilities
- Initiate and manage outbound calls to prospective clients
- Respond promptly to inbound inquiries about insurance offerings
- Qualify leads based on client needs and eligibility
- Present customized insurance solutions to meet customer requirements
- Maintain accurate records of all client interactions
- Meet or exceed monthly sales targets
- Follow up with leads in a timely and professional manner
- Collaborate with underwriting teams to finalize policies
- Stay current on product features and coverage options
- Escalate complex cases to senior staff when necessary
- Participate in team meetings and performance reviews
- Use CRM tools to track sales activity and outcomes
- Ensure compliance with all regulatory guidelines
- Communicate policy benefits clearly and accurately
- Support onboarding of newly acquired clients
- Identify cross-selling opportunities during client conversations
- Handle client objections with empathy and knowledge
- Maintain professionalism in all customer interactions
- Adapt communication style to suit different client types
- Provide feedback on market trends and customer concerns
- Assist in refining sales scripts and processes
- Complete required training modules on time
- Uphold company standards for service quality
- Manage time effectively across multiple tasks
- Contribute to a positive team culture
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid remote and office setup
Team
Collaborative inside sales team focused on insurance solutions
What We Offer
- Ongoing training and career development opportunities
- Performance bonuses and recognition programs
- Access to advanced sales and tracking tools
- Supportive team environment with regular coaching
Work Environment
- Hybrid schedule with flexibility based on team needs
- Modern CRM platform for managing client relationships
- Daily check-ins and weekly performance tracking
Not available
