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Insurance Sales Agent

1 month ago

Lehi, Utah, United States Entrata Full time
Insurance Sales Agent

Entrata Software in Lehi, Utah is seeking a highly motivated and experienced Insurance Agent to join our team.

As an Insurance Agent, you will play a critical role in providing expert insurance guidance and support to our clients.

You will leverage your industry knowledge and excellent interpersonal skills to build strong client relationships, assess insurance needs, and recommend tailored solutions.

Responsibilities:

  • Develop and maintain strong relationships with policyholders in a fast-paced sales environment.
  • Take incoming lead calls to address customer needs with tailored solutions by proactively cross-selling and upselling insurance products, driving customer satisfaction and revenue growth.
  • Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients.
  • Obtain and maintain Property & Casualty and Life insurance licenses by attending continuing education classes and staying updated on industry best practices.
  • Respond to customer inquiries via phone, email, and chat, providing accurate policy information and resolving issues.
  • Assist with policy updates, renewals, and claims inquiries, ensuring efficient service.
  • Maintain accurate records of customer interactions and policy updates.
  • Follow established procedures and guidelines to ensure compliance with state and federal regulations.
  • Collaborate with internal teams to resolve complex issues and ensure seamless customer experiences.
  • Participate in team meetings and training to stay updated on products and industry trends.
  • Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions.

Minimum Qualifications:

  • Resident Insurance Producer License (may be obtained after offer, but before starting).
  • Demonstrates success in cross-selling insurance products and maintaining an assigned book of business.
  • Excellent communication and presentation skills.
  • Proven track record of meeting or exceeding sales targets.
  • Proficiency in computer applications, including Microsoft Office.
  • Exceptional analytical and problem-solving abilities.
  • Ability to work independently and in a team environment.
  • Attention to detail and strong organizational skills.

Preferred Qualifications:

  • Bachelor's degree in business administration or related field.
  • Minimum of 2 years of sales experience.
  • Experience with insurance software and CRM systems.
  • Knowledge of property management or real estate industry.
  • Bilingual proficiency in English and Spanish for enhanced customer support capabilities.

Benefits:

Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.

Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.

HSA/FSA options and employer-paid disability benefits provided for eligible employees.

Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.

Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.

Family-centric leave policies supporting new parents during significant life events.

Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.

Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.

Bi-annual swag drops for employees