The company is seeking a
relationship‑driven Insurance Agent
who thrives on building long‑term partnerships rather than cold calling. This role centers on generating new business through referrals from real estate professionals and other centers of influence (COIs), while delivering exceptional service to clients and partners. Success here is built on
trust, consistency, and follow‑up . Relationship Development
Build and maintain strong referral networks with real estate agents, mortgage lenders, builders, contractors, financial advisors, CPAs, and other local COIs. Actively network through meetings, events, office visits, and community involvement. Position yourself as a trusted insurance resource for partners. Referral‑Based Sales
Generate new business primarily through referrals. Conduct insurance reviews and consultations for referred clients. Educate clients on coverage options and risk management. Cross‑sell and round accounts (home, auto, life, etc.). Partner Support & Value Creation
Provide timely quotes and service to support real estate transactions. Communicate clearly with referral partners throughout the buying process. Identify opportunities to add value through education, resources, and availability. Client Retention & Service
Conduct policy reviews and coverage updates. Ensure high retention through proactive communication and service. Strong interpersonal and communication skills. Comfortable networking and relationship building. Self‑motivated with excellent follow‑through. Professional presence and integrity‑driven mindset. Ability to manage multiple relationships and priorities. Active Property & Casualty insurance license required
(Life & Health preferred or willingness to obtain). Experience in insurance, real estate, sales, or other relationship‑based roles preferred.
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relationship‑driven Insurance Agent
who thrives on building long‑term partnerships rather than cold calling. This role centers on generating new business through referrals from real estate professionals and other centers of influence (COIs), while delivering exceptional service to clients and partners. Success here is built on
trust, consistency, and follow‑up . Relationship Development
Build and maintain strong referral networks with real estate agents, mortgage lenders, builders, contractors, financial advisors, CPAs, and other local COIs. Actively network through meetings, events, office visits, and community involvement. Position yourself as a trusted insurance resource for partners. Referral‑Based Sales
Generate new business primarily through referrals. Conduct insurance reviews and consultations for referred clients. Educate clients on coverage options and risk management. Cross‑sell and round accounts (home, auto, life, etc.). Partner Support & Value Creation
Provide timely quotes and service to support real estate transactions. Communicate clearly with referral partners throughout the buying process. Identify opportunities to add value through education, resources, and availability. Client Retention & Service
Conduct policy reviews and coverage updates. Ensure high retention through proactive communication and service. Strong interpersonal and communication skills. Comfortable networking and relationship building. Self‑motivated with excellent follow‑through. Professional presence and integrity‑driven mindset. Ability to manage multiple relationships and priorities. Active Property & Casualty insurance license required
(Life & Health preferred or willingness to obtain). Experience in insurance, real estate, sales, or other relationship‑based roles preferred.
#J-18808-Ljbffr