Insurance Sales Professional

Job Description

The Wendi Jensen Agency of Farmers Insurance in Mead, CO is hiring an Insurance Sales Agent to serve clients across personal lines in a close-knit, rural community where relationships and reputation carry real weight.

This is a full-time, employee position. You'll work directly with clients in Mead and the surrounding Weld County area, helping families protect their homes, vehicles, and livelihoods with coverage that fits their lives.

Location: 333 Main St., Mead, CO 80542

Compensation:

• Variable Compensation: Uncapped commission plan, 50% of all new business commissions
• Fixed Compensation: $40,000 base salary

Additional Benefits:

• Insurance Sales Labs: You will learn the fundamentals that ensure your success.
• Sales AI Coach: We utilize cutting-edge AI technology to help you close policies at a higher rate and faster.

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Commission
• Holidays Off

Client Communication and Support:

• Act as the main point of contact for clients, responding to inquiries via phone, email, and in-person meetings.
• Provide timely and accurate information to clients regarding insurance products, coverage options, and policy details.
• Assist clients with policy inquiries, changes, endorsements, renewals, and claims processing.

Policy Management and Administration:

• Process insurance policy applications, endorsements, renewals, and cancellations accurately and efficiently.
• Ensure all client records and policy documents are up-to-date, accurate, and compliant with regulatory requirements.
• Maintain organized and detailed files for easy retrieval and reference.

Client Relationship Management:

• Build and maintain strong, positive relationships with clients, fostering trust and confidence in our company.
• Conduct regular follow-up with clients to ensure their insurance needs are met and address any concerns or issues promptly.
• Proactively identify opportunities to cross-sell or upsell additional insurance products to clients.

Claims Assistance and Support:

• Assist clients with the claims process, including filing claims, gathering documentation, and liaising with insurance carriers.
• Provide support and guidance to clients throughout the claims process, ensuring timely resolution and satisfactory outcomes.
• Communicate with claims adjusters and underwriters to expedite claims processing and resolution.

Product Knowledge and

Education:

• Stay informed about the range of insurance products offered by our company, including coverage options, exclusions, and limitations.
• Educate clients on their insurance policies, explaining coverage details, benefits, and potential gaps.
• Provide recommendations and advice to clients on insurance products and coverage enhancements.

Required:

• Active Colorado P&C (Property & Casualty) insurance license, or ability to obtain prior to start
• Experience in customer service, sales, or a client-facing role
• Strong written and verbal communication skills
• Proficiency with CRM software and Microsoft Office Suite
• High school diploma or equivalent

Preferred:

• Life and health insurance license
• Prior experience in insurance sales or with a Farmers Insurance agency
• Familiarity with policy endorsements, renewals, and administration