Property & Casualty Insurance Sales Agent

Tri Pointe Homes Holdings•Scottsdale, AZ
•Hybrid

About The Position

Tri Pointe Advantage, the insurance affiliate of Tri Pointe Homes, is hiring a Property & Casualty Insurance Sales Agent in Arizona. This hybrid position is based out of the company's Operations Center in Scottsdale. The agent places homeowner insurance coverage across a range of products, evaluates risk exposure, and works to maintain and improve sales processes in alignment with department objectives and company standards. The role serves new mortgage loan borrowers, existing portfolio accounts, and referral customers. It involves evaluating property risk and recommending coverage, developing new business, maintaining relationships with lead sources and settlement service providers, and handling related administrative and operational work. Tri Pointe Homes describes itself as a Great Place to Work Certified Company and an Equal Opportunity Employer. Applicants who require visa sponsorship cannot be considered for this position.

Requirements

  • High school diploma or equivalent.
  • At least 1 year of sales experience in homeowners insurance 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.
  • Applicants requiring visa sponsorship, including H1B or OPT sponsorship, cannot be considered.

Responsibilities

  • Solicit and sell various policies to new mortgage loan borrowers, existing portfolio accounts, and referral customers through direct mail, telephone, fax, and telemarketing efforts.
  • Evaluate property risk and quote and recommend insurance coverage based on property location, company underwriting guidelines, previous loss experience, and credit scores.
  • Analyze sales workflows, identify and resolve issues, and recommend process improvements to streamline procedures, apply best practices, and enhance the business.
  • Identify opportunities to increase business by presenting sales information, analyzing and communicating results, building and maintaining internal and external relationships, and providing information and tools that support new business.
  • Organize and prioritize work according to importance 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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