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Tech Stack
Tools & technologiesSwitching
About the role
Key responsibilities & impact- Engage with customers and guide them through the insurance comparison and switching process
- Analyze customer insurance needs using a consultative and empathetic sales approach
- Identify up-sell and cross-sell opportunities through identification of gaps in coverage
- Exceed monthly sales targets while maintaining accuracy and integrity of the products sold
Requirements
What you’ll need- 2+ years of experience selling multiple insurance products
- Broker or call center experience
- A comprehensive understanding of Auto and Home Insurance products
- Active P&C or Personal Lines license (resident or non-resident) in BOTH Florida and California a Plus!
- Excellent phone communication
- Sales experience
- Customer first approach
- Technologically competent with the knowledge and skill to navigate several systems, relevant tools, and equipment.
Benefits
Comp & perks- 15 days of vacation accrual annually
- five sick days
- two volunteer days
- Group health insurance
- dental and vision insurance
- Employee Assistance Program
- Wellness plans
- online discounts
- employee discounts
- pet insurance
- Employee stock purchase program
- 401K matching and immediate vesting
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance salesconsultative salesup-sellingcross-sellingcustomer needs analysisaccuracy in salesproduct integrity
Soft Skills
empathycommunicationcustomer servicesales orientationproblem-solving
Certifications
P&C licensePersonal Lines license