Handling inbound inquiries via phone, email, and text to understand customer needs and recommend tailored insurance solutions.
Consistently meeting or exceeding sales goals by building strong relationships and applying effective sales techniques.
Clearly communicating the benefits of insurance offerings and addressing customer questions with confidence.
Leveraging company-provided leads to drive sales and consistently following up to move customers through the sales funnel toward a successful close.
Partnering with underwriters and customer service representatives to ensure a smooth experience from initial inquiry through policy issuance.
Simplifying complex insurance jargon and educating customers on coverage options to protect homeowners' assets.
Closing sales, building lasting customer relationships, and participating in recognition and incentive programs.
Participating in mandatory paid training and adhering to metrics, schedules, and training protocols.
Requirements
At least 6 months of P&C insurance experience in a fast-paced sales environment; homeowners and call center experience are a plus.
Prior sales experience considered: open to candidates with previous insurance sales experience (even if not recent) if they've maintained their license and CE, or those with a strong sales background from other industries.
Active P&C licensure within your current state of residence.
Outstanding communicator with a natural ability to build relationships and gain trust.
A proven track record as a closer, with strong negotiation skills and a history of exceeding sales targets.
Self-motivated with a results-oriented focus; passion for hitting sales goals.
Ability to adhere to metrics, schedules, and training protocols while juggling multiple priorities.
Proficiency in CRM systems and telephone software, with the ability to efficiently use multiple platforms simultaneously.
Bilingual (Spanish speaking preferred).
Bonus Points: Licensed in California and/or Surplus Lines License.
Must be available Monday–Friday for assigned shifts (9:00 AM – 6:00 PM CST or 11:00 AM – 8:00 PM CST) and rotating Saturday shift required every 4–6 weeks.
Mandatory paid 8+ week training period.
Must be able to live and work full-time in one of the following states: Alabama, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Mexico, Nevada, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin.
Authorization to work for any employer in the U.S. (application asks about work authorization and sponsorship).