Associate Agent at Crossroads Insurance Agency in Statesville, North Carolina

Posted in Other 2 days ago.

Type: full-time





Job Description:

Key Responsibilities:

Sales: Generate and follow up on leads to acquire new clients.Present and explain insurance policy options tailored to clients' needs.Close sales and meet or exceed monthly and quarterly sales targets. Develop and maintain a strong understanding of various insurance products and services.

Customer Service: Assist existing clients with policy inquiries, changes, and renewals. Provide exceptional customer service by responding to client requests in a timely and professional manner. Address and resolve client concerns and complaints effectively. Educate clients about policy options and coverage details.

Administrative Tasks: Maintain accurate records of client interactions and transactions. Prepare and process insurance applications and documentation. Ensure compliance with company policies and industry regulations.

Requirements: High school diploma or equivalent.Proven experience in sales and customer service. Valid property and casualty insurance license in the state of North Carolina. Life and health insurance license preferred but not required. Strong communication and interpersonal skills. Excellent organizational and time management abilities. Proficiency in using technology and insurance software.

Desired Skills: Bilingual (English and Spanish) preferred. Strong sales acumen and ability to build rapport with clients. Problem-solving skills and the ability to handle challenging situations. Detail-oriented with a focus on accuracy and compliance. Ability to work independently and as part of a team. Passion for providing excellent customer service and achieving sales goals.

Benefits: Competitive salary with performance-based incentives.Paid time off and holidays. Ongoing training and professional development opportunities. Supportive and collaborative work environment.

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