Insurance Advisor

Job SummaryThe Insurance Advisor’s main focus is to close sales. This position uses all resources and leads to begin selling conversations, assess the needs of clients, quote insurance through various carriers, and then sell the best possible policy. This position ensures that follow-up processes are in place. The Insurance Advisor reports to the Company President and provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.Job Duties And ResponsibilitiesServe as an insurance advisor to clients. Analyze their insurance needs and compare to insurance packages availableSell new leads by determining the best protection plan to meet client risk management needsFollow the Company’s sales process Adhere to Critical Success Factors (CSFs) and sales targets Ability to effectively manage client policy inquiries, information requests, claims management, and changes to coverageContact clients at time of renewal. Evaluate policies and find opportunities to increase protection and add policies as needed.Client relationship management. Build relationships to earn client referrals.Perform other duties as assignedRequired QualificationsHigh school diploma or equivalent2 years of sales experienceActive Insurance Producer license in good standingExperience using CRMFamiliar with Microsoft systemsAbility to work on multiple projects simultaneously while accomplishing daily tasksEffective oral and written communication skills and excellent interpersonal skillsAttention to detail, critical thinker and problem-solving skillsHigh standards for integrity, honesty, professionalism, and work ethicCommitment to service excellenceAbility to work independently while demonstrating excellent organization and follow throughDemonstrate flexible and efficient time management and ability to prioritize workloadAbility and willingness to move with purpose and a strong sense of urgencySelf-motivated, positive, and enthusiasticSelf-starter with a strong desire to exceed expectations and capable of supporting a team Maintain confidentiality discretionAbility to effectively work in collaboration with others to achieve business objectivesWilling to grow and be challengedAttend training as requestedPhysical DemandsAbility to work in a traditional professional office setting Prolonged periods of sitting at a desk and working on a computer Advanced computer skills and ability to effectively operate computer equipment, software systems and databasesWork schedule may vary and is determined by project schedulesAbility to efficiently operate all job-related office equipmentAbility to communicate via telephone, computer and work in virtual teamsMust be able to lift up to 15 pounds at a timeAbility to travel using personal vehicle to other office locations as neededThe responsibilities may require occasional overnight travel