Job Summary
The Insurance Agent plays a crucial role in assessing client requirements to provide customized insurance options. They will actively seek new leads through networking and utilize company resources effectively. Additionally, the agent is tasked with informing clients about different policies while fostering robust relationships for enhanced customer satisfaction.
Responsibilities
- Assess client needs to provide personalized insurance solutions.
- Generate leads through effective networking and company tools.
- Educate clients on various insurance policies and coverage options.
- Maintain strong relationships with clients to ensure high satisfaction levels.
Qualifications
- Possession of or willingness to obtain an insurance license.
- Exceptional communication and interpersonal skills.
- Strong self-motivation and results-oriented approach.
- Basic computer skills for managing CRM applications.
GIA Legacy Planning provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


