Job description
$89,000 - $102,000 yearly
Responsibilities:- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Basic understanding of sales lead or accounting software is helpful
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Candidates must have or be willing to get an insurance license
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- High school diploma required; bachelor’s degree a plus
Jamie Lester has B.S. in Marketing and Finance from Virginia Tech, and an MBA from Wake Forest University. Whether he's interviewing someone to join his business or sitting with a client, he is always looking to uncover their pain and find a solution. He takes a hands-on approach to solving problems by getting down in the trenches with people rather than sitting in a ivory tower.
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