Sr Insurance Agent

Allstate Insurance Agency - Ted Todd

Sr Insurance Agent

Estero, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Dental insurance

    Employee discounts

    Health insurance

    Opportunity for advancement

    Paid time off

    Parental leave

    Training & development

    Tuition assistance

    Vision insurance

    Wellness resources

    Ted Todd Insurance has proudly been serving Florida since 1986, we are constantly evolving. We focus on modernizing insurance sales and customer service. With high-end compensation, health and wellness benefits, and a corporate team that is passionate about giving the training and resources that you need. Along with paid time off and 90 days of on-boarding.

    You are positive, energetic, focused, self-motivated, and emotionally resilient. You seek feedback on how to do a better job and offer efficient solutions when problems arise. You always maintain a client ready appearance. You play well with others, but also have an itch to prove that you’re uniquely talented and have the potential ability to stand above the rest.

    You enjoy a fast-paced and open workspace where you are able to collaborate with your co-workers. You understand the value of completing tasks in order, on time and with minimal errors. You have the ability to understand and navigate different types of software products with ease.

    At Ted Todd Insurance, we provide one-of-a-kind service to all our customers. Our priority is measured on doing what is best for the customer and ensuring they have the proper coverage for all their insurance needs. When you are a part of our team, you’ve joined a group of professionals looking to achieve the best results in the industry.

    Job Summary:

    As a Sr Insurance Sales Representative, you will be responsible for generating new business opportunities, managing client relationships, and achieving sales targets. You will utilize your expertise in insurance products and services to provide tailored solutions to our clients, ensuring their insurance needs are met. This role requires a dynamic, customer-focused individual with a proven track record in sales and a deep understanding of the insurance industry.

    Key Responsibilities:

    Sales Generation: Proactively identify and pursue new business opportunities through various channels including networking, referrals, and outbound calls.

    Client Management: Build and maintain strong relationships with clients, providing exceptional service and support.

    Product Expertise: Maintain comprehensive knowledge of insurance products and services, staying updated on industry trends and regulations.

    Needs Assessment: Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options.

    Quoting and Proposals: Prepare accurate and competitive insurance quotes and proposals for prospective clients.

    Policy Management: Assist clients with policy renewals, amendments, and claims processing.

    Compliance: Ensure all sales activities comply with industry regulations and company policies.

    Team Collaboration: Work closely with other team members to achieve overall business objectives and provide seamless service to clients.

    Qualifications:

    Experience: Minimum of 5 years of experience in insurance sales, with a proven track record of meeting or exceeding sales targets.

    Licensing: Valid insurance license required.

    Education: Bachelor's degree in Business, Finance, or a related field preferred.

    Skills:

    Strong interpersonal and communication skills.

    Excellent negotiation and problem-solving abilities.

    Ability to work independently and as part of a team.

    Proficient in using CRM software and other sales tools.

    Attributes:

    High level of integrity and professionalism.

    Customer-focused with a passion for helping clients.

    Adaptability and willingness to continuously learn and grow.

    Benefits:

    Competitive salary with performance-based incentives.

    Comprehensive benefits package including health, dental, and vision insurance.

    Retirement savings plan with company match.

    Opportunities for professional development and advancement.

    Supportive and collaborative work environment.

    The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.