Respond promptly to incoming calls, emails, and digital inquiries from real estate agents, loan officers, and referred clients.
Guide clients through insurance options, answer questions, and recommend coverage tailored to their specific needs.
Present clear, personalized insurance solutions (auto, home, life, and other insurance products) and close sales efficiently to meet individual and team revenue goals.
Follow up strategically with referred clients to ensure timely quotes and seamless policy onboarding.
Maintain strong working relationships with internal referral partners to maximize lead flow and build trust.
Serve as a reliable, knowledgeable insurance resource for both clients and partners.
Identify opportunities to offer multiple policies to provide clients with comprehensive coverage and added value.
Accurately complete applications, issue policies, and document all client interactions in accordance with state regulations, carrier requirements, and agency procedures.
Partner with teammates and agency leadership to improve sales processes, service levels, and client experience.
Requirements
Proven track record in sales or customer-facing roles (insurance experience a plus)
Property & Casualty license strongly preferred (or willingness to obtain)
Life & Health license strongly preferred (or willingness to obtain)
Excellent written and verbal communication skills
Strong problem-solving abilities and attention to detail
Customer-first mindset with a professional, approachable demeanor
Ability to work independently, prioritize tasks, and manage a high volume of inbound activity
Enthusiasm for helping people protect what matters most and achieve their financial goals
Benefits
PTO
VTO
Medical
Dental
Vision
401k with matching
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.