Key Responsibilities

• Client Follow-up: Provide immediate follow-up on client referrals to ensure a seamless transition to new business.

• Prospecting & Outreach: Make outbound calls to potential clients, identify business needs, and propose appropriate insurance products and services.

• Account Acquisition: Actively pursue new business by generating leads and creating interest through client engagement.

• Risk Management Consultation: Offer professional risk management advice to prospective clients, helping them understand the value of tailored insurance solutions.

• Quotation & Proposal Management: Gather necessary information to prepare insurance quotations and market accounts to a variety of carriers.

• Presentation & Negotiation: Prepare and present proposals to prospective clients to close sales and meet company objectives.

• Premium Collections & Payment Coordination: Work with clients to ensure timely premium payments and manage collections when necessary.

• Industry Knowledge & Education: Stay updated on industry trends and regulations; pursue ongoing education and professional development.

• Client Satisfaction: Follow up with insured clients to ensure satisfaction with their coverage and assess future insurance needs.

• Revenue Impact: Drive company revenue by acquiring new business and maintaining strong relationships with existing clients to secure renewals.

Experience

• Customer Service Experience: At least 1–2 years of recent customer service experience.

• Insurance or Sales Background: 1–2 years of insurance experience or sales experience preferred.

• Outbound Marketing & Lead Generation: Proven success in outbound marketing and securing first appointments with prospects.

• CRM Experience: Experience using a CRM database, especially Hawksoft, is highly preferred.

• Track Record of Success: Demonstrated success in sales or customer service, with clear examples of achieving business goals. customer service, with clear examples of achieving business goals.

Education

• Education: Associates degree or higher preferred. A High School Diploma or equivalent will be considered.

• Licensing: A Property & Casualty Insurance license is required. Life, Health, and Disability licenses are highly preferred, but we are willing to train the right candidate if unlicensed.

• Continuing Education: A strong commitment to ongoing education and professional development is essential.

• Must be able to pass a background check

Skills and Abilities

• Microsoft Office Proficiency: Intermediate to advanced skills in Microsoft Excel, Word, Outlook, and PowerPoint.

• Sales Success: Proven track record of success in a high-activity sales environment with clear examples of results.

• Organizational Skills: Strong organizational abilities to manage multiple priorities and clients.

• Communication Skills: Excellent verbal and written communication skills, with the ability to present information professionally and effectively.

• Relationship Management: Ability to engage with internal and external clients at all levels.

• Self-Motivation: A strong desire to succeed, with a high degree of self-discipline and motivation.

• Bilingual (Preferred): English/Spanish fluency is highly preferred.