Job Summary
The Insurance Agent works directly with clients to understand their insurance needs and recommend appropriate coverage. This role prepares quotes, explains available options in clear terms, and guides prospective customers through the sales process. The agent also records client and sales activity in the CRM and partners with the service team to help deliver ongoing client support.
Responsibilities
- Consult with clients to identify their insurance needs and discuss suitable coverage.
- Prepare insurance quotes and clearly explain coverage options.
- Manage the sales process, including following up with prospects and closing sales.
- Document client interactions and sales activities in the CRM.
- Work with the service team to support clients.
Qualifications
- Active Michigan insurance producer license in Property & Casualty or Life & Health.
- Previous insurance sales experience, including preparing quotes and closing business.
- Strong communication skills and dependable follow-through.
