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P&C Insurance Sales Agent
P&C Insurance Sales AgentThe Misch Group • Charlotte, North Carolina, US
P&C Insurance Sales Agent

P&C Insurance Sales Agent

The Misch Group • Charlotte, North Carolina, US
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Description

As an Insurance Sales Agent, you will be responsible for generating new business by identifying and meeting the insurance needs of prospective clients. You will leverage your knowledge of our products to provide tailored insurance solutions, foster client relationships, and achieve sales goals. This role requires a self-starter with excellent communication skills and a passion for

helping others.

Key Responsibilities

  • Prospect and Generate Leads : Identify and target potential clients through various methods,

including referrals, networking, and marketing initiatives.

  • Network with Others : Identify and meet with centers of influence that can refer business to you
  • Outbound Calls : Use phone / email to reach out to prospective commercial and personal lines
  • clients

  • Consult with Clients : Assess clients' insurance needs, offer appropriate coverage options, and
  • explain policy details, including benefits, terms, and exclusions.

  • Prepare and Present Quotes : Prepare and present customized insurance quotes to clients,
  • ensuring clarity and accuracy in all documentation.

  • Manage Client Relationships : Build and maintain strong relationships with clients to ensure high
  • levels of satisfaction and retention.

  • Close Sales : Convert leads into clients by effectively closing sales and meeting or exceeding sales
  • targets.

  • Stay Informed : Keep up-to-date with industry trends, changes in insurance regulations, and new
  • products to provide clients with accurate information.

  • Administrative Duties : Complete necessary paperwork, process applications, and maintain
  • accurate records of client interactions and transactions.

    Skills, Knowledge and Expertise

  • Developing constructive and cooperative working relationships with others, and maintaining
  • them over time.

  • Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Convincing others to buy policies or to otherwise change their minds or actions.
  • Using computers and computer systems (including hardware and software) to enter data and
  • process information.

  • Developing specific goals and plans to prioritize, organize, and accomplish your work.
  • Using relevant information and individual judgment to determine whether events or processes
  • comply with laws, regulations, or standards.

  • Analyzing information and evaluating results to choose the best solution and solve problems.
  • Communicating with people outside the organization, representing the organization to
  • customers, the public, and other external sources.

  • Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or
  • data.

  • Performing day-to-day administrative tasks such as maintaining information files and processing
  • paperwork.

    Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.

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