Adaptive Insurance Agency is seeking a motivated and client-focused Insurance Sales Agent to join our growing team. This role is designed for a professional who thrives on building relationships, responding quickly to warm leads, and delivering tailored insurance solutions that align with real estate transactions and client needs. As part of our referral-driven model, you will primarily engage with incoming calls and emails from our internal network of sales partners - allowing you to focus on new business sales rather than outbound prospecting and servicing.
Warm Lead Management:
- Respond promptly to incoming calls, emails, and digital inquiries from real estate agents, loan officers, and referred clients.
- Guide clients through insurance options, answer questions, and recommend coverage tailored to their specific needs.
Sales Execution:
- Present clear, personalized insurance solutions (auto, home, life, and other insurance products) and close sales efficiently to meet individual and team revenue goals.
- Follow up strategically with referred clients to ensure timely quotes and seamless policy onboarding.
Relationship Building:
- Maintain strong working relationships with internal referral partners to maximize lead flow and build trust.
- Serve as a reliable, knowledgeable insurance resource for both clients and partners.
Cross-Selling Opportunities:
- Identify opportunities to offer multiple policies to provide clients with comprehensive coverage and added value.
Compliance & Documentation:
- Accurately complete applications, issue policies, and document all client interactions in accordance with state regulations, carrier requirements, and agency procedures.
Collaboration:
- Partner with teammates and agency leadership to improve sales processes, service levels, and client experience.
- Proven track record in sales or customer-facing roles (insurance experience a plus)
- Property & Casualty license strongly preferred (or willingness to obtain)
- Life & Health license strongly preferred (or willingness to obtain)
- Excellent written and verbal communication skills
- Strong problem-solving abilities and attention to detail
- Customer-first mindset with a professional, approachable demeanor
- Ability to work independently, prioritize tasks, and manage a high volume of inbound activity
- Enthusiasm for helping people protect what matters most and achieve their financial goals
- PTO
- VTO
- Medical
- Dental
- Vision
- 401k with matching