Insurance Sales Professional
2 weeks ago
This role involves driving growth and profitability in assigned products through strategic planning, pricing, negotiation, sales, retention, and quality service.
Key Responsibilities- Manage daily work processes to achieve operational and strategic objectives.
- Analyze needs and develop recommendations for process improvements, customer service, or product enhancements.
- Lead short-term projects with defined scopes.
- Maintain profitable relationships with customers.
Essential:
- High School Diploma or Equivalent and 1+ years of experience in Sales.
- OR Zurich Certified Insurance Apprentice including an Associate Degree and No prior experience required in Sales.
- AND Knowledge of sales principles, techniques, and terminology.
- Knowledge of insurance industry regulatory requirements.
- Microsoft Office proficiency.
- Ability to obtain insurance licenses as required.
Candidates should have:
- 2+ years of sales experience.
- Licensed to sell insurance in required states.
- Experience analyzing financial statements.
- Support project implementation by preparing reports and ensuring timely completion.
- Evaluate business processes to identify opportunities for improvement.
- Research and analyze potential business development opportunities.
- Resolve customer issues by interpreting policies within authority limits.
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