Watermark Insurance Agency
We are seeking a motivated insurance agent with an enterprising spirit 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 of prospective clients 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 the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
- Develop and deliver risk management strategies for each customer based on their risk profile
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Some computer skills with ability to use Microsoft Office is required
- Bachelor’s degree preferred; high school diploma required
- Some experience with accounting or sales lead software is beneficial
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
About Watermark Insurance Agency
We are a local insurance agency representing Allstate Insurance. Oue Agency has been in business for over 13 years serving the west metro. We are a growing Agency looking to add additional talent to our staff.
Our strategic vision is to provide insurance that is suitable to the needs of our customers while deliver substantially more value than our competition by utilizing a trusted advisor approach. The Agency will grow with the mindset that all customer and prospect interactions are handled with transparency, expertise, empathy, and integrity.