Date Posted
Cypress, CA
Salary Range
$55,000.00 - $65,000.00
[Job Responsibilities]
  • Promote all types of new insurance contracts or suggest additions/changes to existing clients
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain bookkeeping systems, database and records
  • Monitor insurance claims to ensure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements

  • Proven working experience as an Insurance Agent or relevant customer service experience
  • Basic computer knowledge and statistical analysis
  • Proven ability to work with goals
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • Associate or Bachelor's degree
[This Job Description is created by Triup for a reference]