Insurance Sales Agent

Marketing and selling insurance products and services offered by Ritter Insurance Marketing and Chastain Agency to clients in the Cleveland, GA area.

Primary Responsibilities:

• Selling insurance products to clients in the Cleveland, GA area.

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

• Complete application for insurance coverage with clients via either in-person or telephonic appointment.

• Complete application for coverage with client on a pre-scheduled appointment.   

• Assume responsibility to fully understand and use all online services provided by Ritter Insurance Marketing and Integrity Marketing Group. This includes Medicare quote engine, Ritter CRM, Shop & Enroll, Agent Enroll, Ritter forums, and any carrier-specific online enrollment portals.

• Perform administrative tasks, such as maintaining records and handling policy renewals and updates systems as needed.

• Assumes responsibility for miscellaneous duties as assigned by management.

Primary Skills & Requirements:

• High School Diploma or equivalent. Associate degree or higher preferred.

• Must be licensed to sell health insurance in Georgia. May also be required to be licensed in additional states.  

• Must complete the Medicare AHIP and any carrier specific training.

• Will be contracted through Ritter Insurance Marketing for all necessary carriers.    

• Basic understanding of insurance and agent relationship.

• Basic understanding of Medicare and Medicare products.

• Knowledge of marketing and new business operations and procedures.

• Insurance sales and/or marketing experienced preferred.

• Good communication skills.

• Good customer service skills.

• Good computer and typing skills.

• Good organizational skills.

• Ability to meet the sales and production goals, as determined by management

• Ability to operate related computer applications and other business equipment including email, copy machine, scanner, fax machine, and telephone.

The Agent is expected to demonstrate the following core competencies:

• Sales Motivation - the Agent will demonstrate a strong motivation to achieve positive results.

  • The Agent will explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

• Service Delivery - the Agent will effectively deliver sales presentations to clients while maintaining and exceeding performance expectations.

  • The Agent will be able to listen and respond to clients’ questions and make appropriate recommendations.

  • The Agent will effectively manage their customer pipeline through proper lead management.

  • The Agent will perform follow-up outreaches to customer inquiries.

• Client Relationships - the Agent will provide initial and ongoing service, while demonstrating an understanding of the marketplace and the clients’ changing insurance needs.

• Job Knowledge – the Agent will maintain and update their knowledge of new products to pursue a program of development for personal and business skills.

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability