Skip navigation
Sales Agent, Insurance

Sales Agent, Insurance

Job Description


This role is responsible for the profitable growth and the attainment of business goals by marketing and servicing Direct Generals products including Auto, Life, Auto Club, Roadside Assistance to new and existing customers. Individuals in this role will assist walk-in customers, support office operations and market our products outside of the office via marketing calls and visits.


• Meet and exceed sale's goals through new product sales, cross selling and retention of current customers.
• Implement marketing programs and initiatives which further the Direct General brand in the local market (car dealerships, local events, etc.).
• Build and maintain relationships with community organizations and local business.
• Develop and manage customer relationships and serve as a resource to customers and potential customers on all Direct General's products and services.
• Responsible for monitoring key competitors in the local market area and making suggestions on initiatives that could improve Direct General's position in the marketplace.
• Receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers.
• Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
• Responsible for sales administration and reporting activities.

Job Requirements

* High School Diploma/equivalent required, college experience a plus
• Active Property/Casualty and Life Insurance Licensure is an ongoing requirement of the job. Current licensure for the state the individual is to be employed in is strongly preferred and may be given preference
• Minimum 1 year successful business-to-consumer sales experience, ideally within the insurance industry
• Strong demonstrated ability to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
• Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of insurance and other ancillary products to customers
• Demonstrated ability to develop and maintain customer relationships and provide excellent customer service
• Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community
• Knowledge of insurance laws, regulations and processes, ability to analyze and interpret insurance policies and insurance coverage and/or experience in working in a compliance and regulatory environment strongly preferred
• Strong computer skills and working knowledge of MS Office applications

Job Snapshot

Employment Type Full-Time
Job Type Sales, Insurance
Education High School
Experience At least 1 year(s)
Manages Others Not Specified
Industry Insurance
Required Travel Not Specified
Job ID 2000034626006
CareerBuilder Tip:
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using you are agreeing to comply with and be subject to the Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

Sales Agent, Insurance

Enter notes about this job: