Job Description

Here is your opportunity to join our growing team. Our organization is looking for a well established and experienced team leader to help guide our clients and advance our team. If you\'re looking for an opportunity for a great income, independence and flexibility, we encourage you to apply.

Responsibilities

• Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products, while adhering to the company\'s underwriting policies.
• Seizes all sales opportunities, solicitation and product offers.
• Work with the agent to establish and meet marketing goals.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement.
• Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments.
• Completes operational requirements by scheduling and assigning employees; following up on work results.
• Keeps management informed by reviewing and analyzing special reports; summarizing information; identifying trends.
• Maintains office staff by recruiting, selecting, orienting, and training employees.
• Maintains office staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.

• Fluent in Word, Excel, Outlook and PowerPoint.
• Knowledge within the insurance industry.
• Excellent computer, interpersonal and communication skills.
• Attention to detail and ability to explain complex information to clients.
• Ability to analyze data and provide appropriate advice.
• Ability to follow all regulatory/ compliance requirements.

• Bachelor degree in business, finance or related field.
• 1-2 years sales experience.
• 2 years\xe2\x80\x99 in the insurance industry.
• Knowledge of financial documents.

Cheryl Moulton Insurance Agency