Insurance Sales Agent
Combined Insurance Services, Inc.
Ocala, FL US
Posted ago
Combined Insurance Services, Inc.

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a motivated insurance agent with the tenacity to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with training, mentoring, and support. If this sounds like you, apply today

  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

  • Provide accurate and friendly customer service 
  • Actively and consistently pursue new prospect appointments through various outreach strategies 
  • Develop and maintain strong relationships with clients and business partners in the community 
  • Assess client needs and advise clients on coverage or products 
  • Provide quotes, pricing, and other information to prospective and existing clients
  • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer 
  • Participate in professional development activities 
  • Manage onsite enrollment meetings with client's employees 

  • Candidates must have an insurance license
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
  • Proficiency with accounting or sales-related software is helpful
  • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
  • Bachelor’s degree preferred; high school diploma required

  • 3+ years of successful B2B sales experience preferred 
  • PEO, HRIS, Payroll, Employee Benefits, or similar industry, Enterprise sales preferred 
  • Clean driving record
  • Active Florida Insurance License, or ability to obtain it within 60 days of employment 

$45,000 - $75,000 yearly
About Combined Insurance Services, Inc.

Combined Insurance Services, Inc. is a full-service insurance agency specializing in all lines of coverage. We provide a contemporary and transparent service experience through every step of insurance buying, policy updates, plan design, program development, and benefits administration.

For over 30 years, our team has customized solutions for individuals, public entities, companies, and diverse organizations. Through an innovative approach and web-based technologies, we have delivered great results.

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