Job Summary
We are seeking a motivated and customer-focused Insurance Agent to join our brokerage team. The ideal candidate will assist clients in finding the best insurance solutions by quoting, selling, and servicing personal and/or commercial insurance policies. This role requires strong communication skills, attention to detail, and a commitment to providing exceptional customer service.
Responsibilities
- Quote insurance policies with multiple carriers to provide competitive coverage options.
- Sell personal and commercial insurance products to new and existing clients.
- Service policyholders by processing endorsements, renewals, cancellations, and policy changes.
- Explain coverage options, policy terms, and insurance recommendations to clients.
- Assist clients with billing inquiries, and general account support.
- Maintain accurate client records and documentation.
- Follow up on leads, referrals, and renewal opportunities.
- Build and maintain strong client relationships to promote retention and cross-selling opportunities.
- Ensure compliance with agency procedures and insurance regulations.
Qualifications
- Active Limited Lines or Property & Casualty Insurance License.
- Previous insurance agency, brokerage, sales, or customer service experience preferred.
- Strong verbal and written communication skills.
- Excellent organizational and multitasking abilities.
- Proficiency with computers and agency management systems.
- Ability to work independently and as part of a team.
- Bilingual preferred