Homeowners Insurance Sales Agent

Tri Pointe Homes Holdings, Inc.•Scottsdale, AZ
•Hybrid

About The Position

Tri Pointe Advantage, the insurance affiliate of Tri Pointe Homes, is seeking a Sales Agent to join its team in Arizona. This hybrid position is based out of the Operations Center in Scottsdale, Arizona. The agent places insurance coverage across a range of products, maintains and improves sales processes, and evaluates risk exposure to support department objectives and company standards. The role serves new mortgage loan borrowers, existing portfolio accounts, and referral customers. It involves assessing property risks, recommending appropriate coverage, developing business through internal and external relationships, and handling associated administrative and operational work.

Requirements

  • High school diploma or equivalent.
  • At least 1 year of sales experience in homeowners and/or property and casualty insurance.
  • Property and Casualty License.
  • Advanced ability to understand and promote insurance products and place coverage based on customer needs.
  • Strong written and verbal communication skills, including the ability to present sales information effectively.
  • Excellent interpersonal communication and customer service skills.
  • Ability to organize and prioritize work to meet business needs.
  • Working knowledge of Microsoft Office Suite.
  • Advanced knowledge of writing mechanics, including grammar and sentence structure.
  • Working knowledge of computer hardware, software, and communication devices.

Responsibilities

  • Solicit and sell insurance policies to new mortgage loan borrowers, existing portfolio accounts, and referral customers through direct mail, telephone, fax, and telemarketing.
  • Evaluate property risk and accurately quote and recommend insurance coverage based on location, underwriting guidelines, prior loss experience, and credit scores.
  • Analyze sales workflows, resolve issues, and recommend improvements that streamline procedures, apply best practices, and enhance the business.
  • Identify business growth opportunities by presenting sales information, analyzing and communicating results, building relationships, and providing information and tools that support new business.
  • Organize and prioritize work to meet department requirements and performance expectations.
  • Handle business correspondence and day-to-day administrative and operational duties.
  • Establish and maintain relationships with lead sources and settlement service providers.
  • Perform other duties as assigned.
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