Insurance Sales Agent
United States
What You’ll Do:The Licensed Insurance Sales Agent is responsible for accurately quoting and placing coverage for homebuilder clients in all active states. The agent will service client needs for Homeowners insurance, flood, and other personal lines coverage based on a range of products designed to fit individual clients' risk exposure. Your Key Responsibilities Include:
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- Solicit and sell homeowners, dwelling, fire, earthquake, flood, condo, renters, windstorm, and personal umbrella policies to new builder clients and referral customers.
- Issue policies as required.
- Evaluate property risk to accurately quote and recommend insurance coverage based on property location, company underwriting guidelines, previous loss experience, and credit scores, if required.
- Review customer coverage requirements and provide additional insurance products as appropriate.
- Organize and prioritize work process based on the order of importance to meet agency requirements and performance expectations.
- Focus on First Class Customer care to provide a positive customer experience.
- Return voice mails and emails daily.
- Identify target source leads for outbound call follow-up using the various builder and lender inventory closing reports.
- Perform other duties as needed or assigned.
- Strong customer service skills in a fast-paced sales office.
- Outgoing, customer service focused, and friendly personality.
- Excellent verbal & written communication skills.
- Good computer skills experienced with Microsoft and Windows-based programs.
- Ability to prioritize work assignments.
- Dependable, self-motivated, and able to act with minimal direction.
- A High School diploma or equivalent.
- A Minimum of 2 years of experience in Homeowners Insurance.
- Knowledge of Property & Casualty insurance products for multiple states and carriers.
- Experience with Department of Insurance state-specific solicitation and selling regulations.
- Property & Casualty Agent License in the resident state.
- Non-Resident Property & Casualty license in multiple states, a plus.
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Job Profile
Regions
Countries
401(k) Plan Dental Insurance Life Insurance Medical Insurance Paid Time Off Vision Insurance
Tasks- Evaluate property risk
- Identify leads
- Organize work process
- Provide customer care
- Quote and place coverage
- Sell insurance policies
- Service client needs
Customer service Insurance Microsoft Property & Casualty Sales Underwriting Windows
Experience2 years
EducationEquivalent High school diploma
CertificationsNon-resident property & casualty license Property & casualty agent license
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9
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