Insurance Sales Agent Job at PrismHR, Santa Clarita, CA

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  • PrismHR
  • Santa Clarita, CA

Job Description

About us

We are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes.

Position Summary

We are seeking a highly motivated and results-oriented Insurance Sales Agent to join our team. This is a fantastic opportunity for a driven individual with a Property & Casualty (P&C) license to build a successful career in insurance sales. You will be responsible for developing new business, managing client relationships, and achieving aggressive sales targets. This is an in-office position.

Essential Duties and Responsibilities

  • Prospect and generate new leads through various channels (e.g., networking, referrals, cold calling).
  • Consult with clients to understand their insurance needs and recommend appropriate coverage options.
  • Present and explain insurance policies, ensuring clients understand the terms and conditions.
  • Prepare and submit insurance applications.
  • Manage client accounts and provide exceptional customer service.
  • Achieve monthly and annual sales targets.
  • Stay up-to-date on industry trends and product knowledge.
  • Maintain accurate records of sales activities and client interactions.

Knowledge, Skills and Abilities

  • Proven track record of success in achieving sales goals.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong negotiation and closing skills.
  • Ability to build and maintain strong client relationships.
  • Self-motivated and driven to succeed.
  • Proficient in using CRM software and other sales tools.
  • Ability to work effectively in a fast-paced, in-office environment.

Education & Experience

  • A valid Property & Casualty (P&C) license is mandatory.
  • Minimum of one (1) year of experience in insurance sales.

Job Tags

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