Insurance Sales Agent

Omaha Location - Omaha, NE 68106
*
* Job Title:

** Insurance Sales Agent
*
* Supervisory Responsibilities:

** N/A
* Develop and manage a profitable book of business by prospecting, qualifying, and closing new insurance opportunities aligned with agency goals.
* Meet or exceed individual sales and production goals established annually through consistent pipeline development and client engagement.
* Build and maintain strong relationships through networking activities and the establishment of centers of influence within the community.
* Educate prospective and existing clients on insurance products and coverage options to support informed decision-making and long-term risk management.
* Identify opportunities to round accounts, cross-sell additional products, and refer business within First State entities to support organizational growth.
* Coordinate closely with the account management team to ensure smooth transitions for new business, renewals, policy reviews, and claims support.
* Provide accurate technical guidance and insurance recommendations while ensuring compliance with carrier guidelines, company policies, and regulatory requirements.
* Maintain complete and accurate client records by entering data into the customer management system, completing applications and documentation, and reviewing new and renewal policies for accuracy.
* Participate in ongoing training, education, and sales meetings to strengthen product knowledge, sales effectiveness, and industry awareness.
* Promote positive working relationships between the agency and its carrier partners through professional communication and responsible representation.
* Support the onboarding and development of new agency employees by mentoring on agency procedures and best practices, as needed.
* Perform additional duties as assigned to support agency operations and business objectives.
* Proficient in Microsoft Office and general office machinery.
* Attentive to detail with a high degree of accuracy.
* Self-motivated and capable of working independently.
* Effective at interacting with customers, management, and other employees.
* Strong critical thinking, problem-solving, and analytical skills.
* Excellent customer service orientation and communication skills, both verbal and written.
* Flexible and able to work under pressure, prioritize tasks, and meet deadlines.
* Well-organized with a courteous and diplomatic approach.
* Demonstrates sound judgment and strong organizational skills.
* Able to hear and communicate effectively with customers, co-workers, and external contacts.
* Proficient in reading and writing.
* Bachelor’s degree in Business Administration or a related field is preferred; relevant insurance industry experience may be considered in lieu of a degree.
* One to three years of experience in insurance sales, client service, or a related role is preferred.
* Current Nebraska Property and Casualty (P&C) insurance license required, or the ability to obtain licensure within a specified timeframe.
* Strong understanding of insurance products, sales principles, and client relationship management practices.
* Valid motor vehicle driver’s license required.
* Engage in routine physical activities such as walking, standing, sitting, stooping, bending, pushing, and pulling.
* Ability to read reports and use a computer effectively.
* Lift and carry items up to 30 pounds daily, including file boxes and office supplies.
#J-18808-Ljbffr