Inside Insurance Sales

Overview

Key Responsibilities

• Proactively reach out to potential clients to discuss insurance options
• Explain insurance products and services to potential clients
• Provide guidance on the selection of the most appropriate insurance policies
• Handle customer inquiries and provide quotes
• Negotiate and close sales
• Follow up with leads to ensure successful conversion
• Maintain accurate records of sales activity and customer interactions
• Collaborate with the marketing team to develop campaigns and promotional strategies
• Stay updated on industry trends and best practices
• Meet and exceed sales targets and KPIs
• Provide exceptional customer service to maintain client satisfaction
• Resolve customer complaints and concerns in a professional manner
• Participate in ongoing training and professional development
• Contribute to the development of sales strategies and tactics

Required Qualifications

• Bachelors degree in Business Sales Marketing or related field
• Proven track record in sales particularly in the insurance industry
• Excellent knowledge of insurance products and services
• Strong understanding of sales principles and techniques
• Outstanding communication and interpersonal skills
• Ability to effectively negotiate and close sales
• Customercentric mindset with a focus on providing exceptional service
• Proficiency in CRM software and MS Office
• Highly motivated and targetdriven with a proven ability to meet and exceed targets
• Ability to work in a fastpaced and dynamic environment
• Excellent time management and organizational skills
• Professional and friendly demeanor
• Valid insurance agent license (if required by state)
• Willingness to continuously learn and adapt to changes in the industry

sales,customer service,negotiation,communication,insurance,crm software,campaigns