Licensed Sales Agent - Multi-Carrier

October 12, 2024

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Where creativity meets impact, we partner with brands, organizations, and innovators to create bold, transformative, and purposeful work.

2 - 10 employees

📋 Description

• Connecting with customers via calling, email, and text; actively engaging with potential customers to understand their insurance needs and present suitable solutions • Effectively communicating the unique features and benefits of various insurance carrier’s products to potential customers, addressing any inquiries or concerns they may have • Working primarily with leads provided by the company to maximize your sales potential and conversion rate. • Consistently following up with your prospects utilizing phone, text, and email to stay in contact and drive toward the sale • Meeting and exceeding sales targets on a regular basis by employing persuasive sales techniques and actively seeking new business opportunities • Collaborating with cross-functional teams, including underwriters and customer service representatives, to ensure a seamless customer experience • Maintaining accurate and up-to-date records of customer interactions and sales activities using our CRM system. • Building custom policies for each customer using internal tools and systems • Educating customers on the finer points of home insurance to ensure their best understanding • Staying updated on industry trends, product knowledge, and competitor offerings to effectively position the Agency division

🎯 Requirements

• 1+ years of insurance sales experience within a fast-paced brokerage setting • Experience selling with multiple carriers and in multiple states (home, auto, umbrella, jewelry) • An active Property & Casualty license • Outstanding understanding of insurance products and process • Excellent communication and interpersonal skills, with the ability to build rapport and effectively engage with diverse audiences • Strong negotiation and persuasion skills, with a natural ability to close deals • Self-motivated and results-oriented, with a demonstrated commitment to achieving and exceeding sales targets • Proficiency in using CRM software and other tools/software • Call/Contact Center experience (Brokerage experience preferred) • Experience with Citizens Property Insurance

🏖️ Benefits

• Medical, dental and vision insurance • 16 days of PTO, plus federal holidays and two floating holidays • Remote work • Generous equity package • 401K with company match • Parental leave • Continuing education and professional development • The excitement of joining a high-growth Insurtech company and seeing your work make an impact