Personal Insurance Inside Sales Representative
About The Position
Established agency seeking a detail-oriented person who, along with an understanding of personal insurance, demonstrates clear ability to recognize customer needs and provide guidance in choosing appropriate coverage. The ideal candidate will have the following qualifications: Experience working with home, auto, and umbrella coverage, high net worth helpful but not necessary. Comfortable calling warm leads and advising customers on coverage options. Consultative sales. Prior experience in a client facing role, building and maintaining relationships. Must possess excellent communication skills, including telephone etiquette. Experience processing applications, quoting, and preparing certificates, proposals, policy summaries, and reviews. Ability to work independently or as part of a team to support sales and drive agency revenue. Apply problem solving techniques to various issues. Ability to work with multiple carriers. Carry an active P&C license.
Requirements
- Understanding of personal insurance.
- Experience working with home, auto, and umbrella coverage.
- Prior experience in a client-facing role, building and maintaining relationships.
- Excellent communication skills, including telephone etiquette.
- Ability to work with multiple carriers.
- Active P&C license.
Nice To Haves
- High net worth experience helpful but not necessary.
Responsibilities
- Recognize customer needs and provide guidance in choosing appropriate coverage.
- Call warm leads and advise customers on coverage options.
- Process applications, quote, and prepare certificates, proposals, policy summaries, and reviews.
- Work independently or as part of a team to support sales and drive agency revenue.
- Apply problem-solving techniques to various issues.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
