Insurance Sales Specialist
Indianapolis Staffing, Indianapolis, Indiana, United States, 46201
Insurance Sales Representative
Primary Responsibilities: Responds to inbound leads via phone, email, and other digital communication methods. Assesses potential clients' insurance needs and recommends appropriate products. Explains insurance coverage, terms, and benefits to prospects. Provides accurate quotes and assists clients in selecting suitable insurance plans. Cross-sells and upsells additional insurance products when appropriate. Maintains detailed records of customer interactions and sales activities in CRM system. Meets or exceeds sales targets and performance metrics. Stays up-to-date with insurance products, industry trends, and regulatory changes. Collaborates with team members to share best practices and improve sales processes. Participates in ongoing training and professional development activities. Participates in prospecting activities to locate additional clients. Knowledge and Requirements: High school diploma or equivalent. Bachelor's degree preferred. P&C state insurance license (or ability to obtain one within 30 days of employment). Strong verbal and written communication skills. Excellent listening and problem-solving abilities. Proficiency in Microsoft Office Suite and CRM software. Ability to work in a fast-paced environment and manage multiple priorities. Strong attention to detail and accuracy in documentation. Self-motivated with a results-oriented mindset. Job Category: Individual Contributor Job Type: Full-Time Location: Indianapolis, IN, USA, 46202 ReqID: INSID005464
Primary Responsibilities: Responds to inbound leads via phone, email, and other digital communication methods. Assesses potential clients' insurance needs and recommends appropriate products. Explains insurance coverage, terms, and benefits to prospects. Provides accurate quotes and assists clients in selecting suitable insurance plans. Cross-sells and upsells additional insurance products when appropriate. Maintains detailed records of customer interactions and sales activities in CRM system. Meets or exceeds sales targets and performance metrics. Stays up-to-date with insurance products, industry trends, and regulatory changes. Collaborates with team members to share best practices and improve sales processes. Participates in ongoing training and professional development activities. Participates in prospecting activities to locate additional clients. Knowledge and Requirements: High school diploma or equivalent. Bachelor's degree preferred. P&C state insurance license (or ability to obtain one within 30 days of employment). Strong verbal and written communication skills. Excellent listening and problem-solving abilities. Proficiency in Microsoft Office Suite and CRM software. Ability to work in a fast-paced environment and manage multiple priorities. Strong attention to detail and accuracy in documentation. Self-motivated with a results-oriented mindset. Job Category: Individual Contributor Job Type: Full-Time Location: Indianapolis, IN, USA, 46202 ReqID: INSID005464