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Property and Casualty Client Advisor

5 months ago

Frisco, United States Careington International Corp Full time

Careington International Corporation is a solutions-oriented company. An established leader, we have been a trailblazer in the field of discount health care since 1979. Over the years, our mission has remained the same - to create discount health programs that are marketable to the employer, profitable to the provider and economical for the member. In response to a growing demand for our products and services in recent years, our growth means that we continuously strive to recruit innovators to join our fast-paced, forward-thinking team.

Careington Benefit Solutions currently has a position open in our Property & Casualty division for a Client Advisor to work from 8:30 AM - 5:30 PM Mon - Fri. with alternating Saturdays. This position will require you to work on site at our North Frisco office 3 days a week and 2 days from home.

Client Advisors will consult with customers to identify their auto, home, and other personal insurance needs and custom tailor solutions to fit. Client Advisors will be responsible for outbound follow-up and prospecting activities as well as handling inbound call volume.

Duties & Responsibilities:

  • Place outbound calls to prospective individuals and other qualified leads (no cold calling).
  • Source quotes and policies through active networking and prospecting to generate referrals for P&C insurance products.
  • Efficiently handle a large quantity of inbound sales calls while making outbound calls.
  • Utilize consultative sales practices to provide customized quotes, sell value, overcome objections, and pursue a one-call-one-close outcome where possible.
  • Meet and exceed metric goals for inbound and outbound calls, quotes, sales and others.
  • Manage and track customer requests for follow-up as required.
  • Ensure all phone calls are answered timely and quotes are completed accurately and delivered as efficiently as possible.
  • Be a licensed Property & Casualty Agent. Learn, understand, and retain specific policy coverage information for multiple carriers across multiple States.
  • Work with team to exceed goals and metrics set forth by management including sales per week, quotes per week, calls per day and per week, handle time, and customer satisfaction.
  • Be an active problem solver to help the organization improve workflows and efficiency of the team.
Knowledge, Skills, and Abilities:
  • Phone Sales Experience
  • Strong work ethic
  • Exert a high level of energy, drive, and enthusiasm
  • Must be a self-motivator with a desire to add value to the day-to-day operations of the department
  • Commission Driven with quarterly bonus
  • Goal-Oriented
  • Flexibility in scheduling
  • Must be able to accurately retain sales campaign knowledge and apply learned sales tactics
  • Must have the ability to work independently and with others when appropriate
  • Impeccable communication skills - both written and verbal
  • Must have professional phone demeanor and superb listening skills
  • Must be extremely organized with the ability to effectively manage multiple tasks
  • Ability to easily adapt to departmental changes
  • Have a strong desire to meet the department's overall goals
Education, Experience & Software:
  • Property & Casualty licensed Agent preferred but not initially required
  • College degree preferred but not required
  • Computer skills and experience with Microsoft Applications. Specifically, Microsoft Excel
  • Interest and experience in both inbound and outbound sales calls


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)