What are the responsibilities and job description for the Insurance Sales Agent position at Compass RE?
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Valid insurance license required or candidates must be willing to get licensed
- Bachelor’s degree preferred; high school diploma mandatory
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- Experience using accounting or sales-related software is beneficial
Selling Steel City creates exceptional real estate experiences that are laser-focused on each client's individual goals and aspirations. Their approach is rooted in attentive service, unrivaled market knowledge, and sophisticated processes that leverage technology to deliver seamless success.
Buying and selling a home can be a complex process, and local market conditions can change quickly. It's critical that clients have a winning team at their side ready to offer professional advice and a deep bench of talented expertise. Even in 2020, the most challenging year for real estate in recent memory, Selling Steel City has closed more than 200 transactions, placing them sixth among all Pittsburgh agents. Today, the team's members are among Compass Pittsburgh's Founding Agents, able to wield the tools and technology of the country's No. 1 independent brokerage in service of their clients' needs.