Insurance Sales Agent

Job Title: Insurance Sales Agent

Status: Exempt

Reports To: Chief Operating Officer

Supervisory Responsibilities: N/A

Job Summary: Grow the agency’s portfolio through marketing insurance products to prospective customers and educating existing customers on additional products to meet their needs. 

Essential Functions:

Job Specific:

• Actively work to build a profitable book of business by identifying and closing qualified leads.
• Meet or exceed the individual sales goals established annually.
• Actively engage in networking and establishing centers of influence
• Participate in ongoing training, education, and sales meetings to improve sales skills and enhance industry and product knowledge.
• Coordinate client service with the account management team for new business, renewals, reviews, and claims.
• Generate opportunities to account round, cross-sell and refer business within the First State company.
• Promote the business relationship between First State Insurance and the carriers with which we work.
• Provide clients with strong technical advice and risk management services that meet their insurance needs while ensuring compliance with all company policies and regulations.
• Maintain accurate customer records by entering appropriate data into the customer management system; completing necessary paperwork/applications; reviewing new and renewal policies.
• Mentor new agency employees on agency procedure as necessary.
• All other duties as assigned.

Agency Specific:

• Exhibit professionalism in appearance and attitude, maintaining confidentiality and ethical behavior at all times.
• Provide timely assistance and support to both co-workers and customers, ensuring exceptional service and accurate information.
• Adhere to regular attendance, punctuality, and break schedules.
• Take responsibility for personal actions and be accountable for performance.
• Promote and cross-sell company services while participating in training opportunities as required.
• Remain vigilant and knowledgeable about crisis procedures, including emergency protocols such as robbery.
• Comply with all bank policies, procedures, and regulations, and report any concerns to Human Resources or upper-level management immediately.

Knowledge, Skills, and Abilities (KSAs):

• Proficient in Microsoft Office and general office machinery.
• Attentive to detail with a high degree of accuracy.
• Self-motivated and capable of working independently.
• Effective at interacting with customers, management, and other employees.
• Strong critical thinking, problem-solving, and analytical skills.
• Excellent customer service orientation and communication skills, both verbal and written.
• Flexible and able to work under pressure, prioritize tasks, and meet deadlines.
• Well-organized with a courteous and diplomatic approach.
• Demonstrates sound judgment and strong organizational skills.
• Able to hear and communicate effectively with customers, co-workers, and external contacts.
• Proficient in reading and writing.

Qualifications:

• Bachelor’s degree in Business Administration, or a related field, and/or 1-3 relevant insurance industry experience required.
• Current Nebraska Property and Casualty (P&C) insurance license required (or ability to obtain within a specified period of time).
• Valid motor vehicle driver’s license required.

Physical Demands:

• Engage in routine physical activities such as walking, standing, sitting, stooping, bending, pushing, and pulling.
• Ability to read reports and use a computer effectively.
• Lift and carry items up to 30 pounds daily, including file boxes and office supplies.

Work Environment:

• Primarily indoors in an environmentally controlled setting.
• Occasional travel by car to visit other company locations may be required.
• Flexibility for occasional evening and weekend work to achieve established goals.

Note: The statements herein are intended to describe the general nature and level of work being performed by the employee assigned to this position.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.