Sales Representative - Insurance Policies

Job Description

We are seeking a results-driven Insurance Broker who excels at building long-term client relationships and delivering strategic insurance solutions. The ideal candidate will act as a trusted advisor, partnering with key accounts to maximize revenue, improve client retention, and align coverage strategies with evolving business needs.

Requirements

• Bachelor’s degree in Business, Finance, Risk Management, or equivalent professional experience
• 3+ years of experience in insurance sales, brokerage, consulting, or a related advisory role
• Strong understanding of insurance products, risk analysis, and client relationship management
• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly
• Proven ability to manage multiple accounts, prioritize effectively, and thrive in a fast-paced environment
• Highly organized, detail-oriented, and results-driven mindset

Responsibilities

• Develop and manage relationships with key clients to drive sustainable growth and long-term retention
• Serve as a consultative advisor by assessing client needs, analyzing risk data, and recommending tailored insurance solutions
• Create and execute account strategies that identify cross-sell and upsell opportunities
• Provide comprehensive sales support, including needs analysis, data review, and product presentations
• Act as the primary client advocate and liaison between customers and internal product, underwriting, and service teams
• Prepare and deliver regular sales forecasts, performance reports, and progress updates against revenue goals
• Stay informed on market trends, regulatory changes, and insurance products to proactively advise clients