Insurance Agent

Hiring the Right Quality Insurance Agent

Hiring the Right People in order to successfully fulfill the role of an Insurance Agent is crucial for driving sales, providing exceptional customer service and ensuring clients have the coverage they need.

There are certain key competencies that must be met when selecting the Right Insurance Agent. We deliver Insurance Agents with sales expertise, customer service skills and ethical standards.

Roles and Skills

ECLARO delivers top talent for a variety of Insurance Agent roles, tailored to meet different project needs, skills and levels of experience and expertise. Although the specifics and titles may vary for each individual business, our experienced recruiters have a track record of success in helping businesses hire at all levels

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Junior Insurance Agent

Assist selling insurance policies, conduct initial client assessment, maintain accurate records of client interactions.

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Mid-Level Insurance Agent

Develop and maintain a portfolio of clients by selling insurance policies, conduct detailed client assessments, handle policy renewals and client accounts.

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Senior Insurance Agent

Develop and implement sales strategies, manage key client accounts, ensure compliance with industry regulations and company policies.

Tools and Technologies

The Insurance Agents we source for our clients are proficient in a wide range of tools and technologies, ensuring comprehensive testing coverage. These include, but are not limited to

Customer Relationship Management (CRM) Software

  • Tools like Salesforce or HubSpot

Insurance Quoting Software

  • Platforms like Applied Epic or QQCatalyst

Policy Management Systems

  • Solutions like Vertafore or Guidewire

Services and Benefits

When choosing ECLARO to find the Right Insurance Agent for you, you are investing in quality as well as time and cost efficiency.

Increased Sales

Driving sales and contributing to the company’s growth and profitability.

Professional Growth

Opportunities for professional growth and development.

Client Retention

Enhancing client satisfaction and retention.

The ECLARO process: How We Work with You to Find the Right Insurance Agent

Our talent acquisition process is designed to be effective and efficient

Initial Consultation

Understand the company’s needs, goals and challenges through a detailed consultation.

Candidate Selection

Conduct a shortlist of qualified Insurance Agent tailored to your needs.

Interview and Assessment

Facilitate interviews and technical assessments to evaluate their suitability.

Ongoing

Smooth transition of the Insurance Agent into your project team.

Ongoing Support

Continuous support to ensure project success.

For further inquiries or to start the hiring process, please contact us

We would love to discuss your specific Insurance Agent talent needs today! Please click the Contact Us below to schedule a consultation with an ECLARO expert.