Job Description

Come join our fast growing team of rockstar insurance professionals here in Charlotte. This opportunity is rare, to join our talented team as an outside sales agent selling commercial and personal lines insurance. We have an amazing culture, best of class training, and excellent compensation including a synthetic stock program for producers. Prior success in sales of some type is required. Visit our website or IG channel to learn more about our team.

Job Summary:

As an Insurance Sales Agent at CAP Insurance Group, you will be responsible for generating new business by identifying and meeting the insurance needs of prospective clients. Generating referrals from centers of influence is key. We also have tools to help you proactively outreach to businesses that have renewals on the horizon. You will leverage your knowledge of our products to provide tailored insurance solutions, foster client relationships, and achieve sales goals.

This role requires a self-starter with excellent communication skills and a passion for helping others.

Duties/Responsibilities:

• Prospect and Generate Leads: Identify and target potential clients through various methods, including referrals, networking, and marketing initiatives.
• Network with Others: Identify and meet with centers of influence that can refer business to you
• Outbound Calls: Use phone/email to reach out to prospective commercial and personal lines clients
• Consult with Clients: Assess clients’ insurance needs, offer appropriate coverage options, and explain policy details, including benefits, terms, and exclusions.
• Prepare and Present Quotes: Prepare and present customized insurance quotes to clients, ensuring clarity and accuracy in all documentation.
• Manage Client Relationships: Build and maintain strong relationships with clients to ensure high levels of satisfaction and retention.
• Close Sales: Convert leads into clients by effectively closing sales and meeting or exceeding sales targets.
• Stay Informed: Keep up-to-date with industry trends, changes in insurance regulations, and new products to provide clients with accurate information.
• Administrative Duties: Complete necessary paperwork, process applications, and maintain accurate records of client interactions and transactions.

Skills & Abilities:

• Developing constructive and cooperative working relationships with others, and maintaining them over time.
• Observing, receiving, and otherwise obtaining information from all relevant sources.
• Convincing others to buy policies or to otherwise change their minds or actions.
• Using computers and computer systems (including hardware and software) to enter data and process information.
• Developing specific goals and plans to prioritize, organize, and accomplish your work.
• Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
• Analyzing information and evaluating results to choose the best solution and solve problems.
• Communicating with people outside the organization, representing the organization to customers, the public, and other external sources.
• Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
• Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

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