Insurance Sales Agent

Job Description
Job Description
Our mission is to protect the assets of our clients through thoughtful risk analysis and informed coverage recommendations. We provide accurate and immediate service to build trustworthy and long-lasting relationships with clients, carriers, and coworkers. Protection is our purpose.
Aligned Insurance is a leading multiline, multi-carrier insurance agency specializing in comprehensive business and commercial coverage. Our mission is to provide tailored insurance solutions that meet the unique needs of our clients while delivering exceptional service and expertise. We are committed to fostering a dynamic and supportive work environment where our team members can thrive and grow.

Position Overview

We are seeking a motivated and results-driven Insurance Sales Agent to join our team. The ideal candidate will have a strong background in business and commercial insurance, excellent communication skills, and a passion for helping clients find the best coverage solutions. As an Insurance Sales Agent at Aligned Insurance, you will be responsible for generating new business, managing client relationships, and providing expert guidance on a wide range of insurance products.

Key Responsibilities

Client Acquisition and Relationship Management:
Prospect and identify potential clients through networking, referrals, and targeted outreach.
Develop and maintain strong relationships with clients, understanding their business needs and providing tailored insurance solutions.
Conduct client consultations to assess insurance requirements and recommend appropriate policies.

Insurance Product Knowledge

Stay informed about industry trends, insurance products, and market conditions.
Provide clients with comprehensive explanations of policy options, coverage details, and exclusions.
Develop expertise in business and commercial insurance products, including liability, property, workers’ compensation, and other relevant coverage.

Policy Sales and Service

Generate and deliver quotes to clients based on their specific needs and risk profiles.
Assist clients with the completion of insurance applications and gather necessary documentation.
Ensure timely and accurate issuance of policies and endorsements.

Client Support and Claims Assistance

Address client inquiries and resolve any issues or concerns related to their policies.
Provide guidance and support during the claims process, ensuring timely and effective resolution.

Compliance and Documentation

Adhere to all regulatory requirements and company policies related to insurance sales and client interactions.
Maintain accurate and up-to-date records of client interactions, policy details, and sales activities.

Sales Strategy and Goals

Work towards achieving sales targets and performance metrics set by the agency.
Analyze market trends and adjust sales strategies to maximize opportunities and meet client needs.

Professional Development

Participate in ongoing training and development to stay current with industry changes and enhance sales skills.
Maintain required licenses and certifications.

Qualifications

Proven experience in insurance sales, with a focus on business and commercial insurance preferred.
Strong understanding of multiline insurance products and commercial coverage options.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Demonstrated ability to meet sales targets and manage client relationships effectively.
High level of professionalism, integrity, and ethical standards.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in Microsoft Office Suite and CRM software.

Education and Certifications

High school diploma or equivalent required; Bachelor’s degree in Business, Finance, or related field preferred.
Active insurance license(s) in the relevant state(s) required.
Additional certifications related to business and commercial insurance are a plus.

What We Offer

Competitive base salary with performance-based incentives. Comprehensive benefits package, including health, dental, and retirement plans. Opportunities for professional growth and advancement within the company. A supportive and collaborative work environment with a focus on team success. How to Apply:
Interested candidates should submit their resume and a cover letter outlining their relevant experience and qualifications to David Glass, President, at dglass@alignedinsuranceagency.com. Please include "Insurance Sales Agent Application - [Your Name]" in the subject line.

Candidates selected for an interview will be required to complete an aptitude assessment prior to an interview being scheduled. Aligned Insurance is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Powered by JazzHR
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