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Insurance Sales Representative

Exclusive opportunity

Onsite

Insurance Sales Representative

Caise Benefits

Insurance Sales Representative

Skills

CRMCompliance

2 months ago

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Important information


Contract type:

Permanent, Temporary

Salary:

$40,000 – $75,000 / year

Location:

Astor, WV 26330, USA

Work mode:

Onsite

Published on:

7 August 2026

What they need


Job Summary

Join our dynamic team as an Insurance Sales Representative and become a vital part of helping clients protect what matters most! In this energetic role, you will leverage your sales expertise and insurance knowledge to connect with potential clients, understand their needs, and offer tailored insurance solutions. Your enthusiasm and communication skills will drive customer engagement, foster lasting relationships, and contribute to our company's growth. This paid position provides an exciting opportunity to develop your sales career within a supportive environment that values your contributions and encourages professional advancement.

Responsibilities

  • Engage with prospective clients through outside sales efforts, including telemarketing and community outreach, to promote various insurance products.
  • Build strong customer relationships by understanding their needs and providing personalized insurance solutions across health, life, property casualty, and commercial insurance lines.
  • Negotiate policy terms and coverage options to meet client requirements while ensuring compliance with insurance regulations.
  • Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, and client information efficiently.
  • Conduct analysis of client data to identify opportunities for cross-selling or upselling insurance products.
  • Provide exceptional customer service by addressing inquiries, explaining policy details clearly, and assisting clients with benefits administration.
  • Stay informed about industry trends, insurance regulation updates, and product knowledge to maintain expertise in health insurance, life insurance, property casualty insurance, and commercial lines.

Skills

  • Proven experience in outside sales, retail sales, or telemarketing with a focus on insurance or related fields.
  • Strong negotiation skills combined with excellent communication abilities for client interactions.
  • Active Property and Casualty license.
  • Familiarity with sales administration processes and CRM system proficiency for managing client relationships.
  • Analytical skills to assess client needs and recommend suitable insurance solutions confidently.
  • Knowledge of health insurance, life insurance, property casualty insurance, benefits administration, and insurance regulation is preferred.
  • Proficiency in Microsoft Office applications for documentation and reporting purposes.
  • Exceptional customer relationship building skills paired with a proactive approach to customer service.

Embark on a rewarding career path where your enthusiasm for sales meets your passion for helping others protect their futures!

Pay: $40,000.00 - $75,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off

Work Location: In person

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