Commercial Insurance Specialist
2 weeks ago
At Invigorate Finance, we're seeking a skilled Insurance Agent to join our team. As a key member of our organization, you'll play a crucial role in providing innovative insurance solutions to our clients.
Key Responsibilities:- Develop and maintain a robust sales pipeline through proactive sales initiatives, including outbound phone calls and other sales methods.
- Collaborate with referral sources and generate sales opportunities to meet or exceed monthly sales goals.
- Provide exceptional customer service by responding to customer inquiries and referrals.
- Analyze household data, advise customers on policy and coverage options, and gather necessary information.
- Maintain an in-depth understanding of insurance underwriting guidelines, policies, procedures, and regulatory requirements.
- Stay informed about industry trends, market conditions, and competitors to identify business opportunities.
- Coordinate with underwriters and other internal stakeholders to expedite policy issuance, endorsements, and amendments.
- Document and maintain accurate client records, sales activities, and communication logs within our CRM system.
- Bachelor's degree in business or a related field (or equivalent combination of years of experience with a High School diploma/GED).
- Active General Lines Property & Casualty Producer License to sell commercial insurance in the home state, with a willingness to acquire additional state licenses as needed.
- 2+ years of relevant sales experience, preferably in the mortgage, servicing, or financial services industry.
- Strong verbal and written communication skills, customer service focus, and collaborative work style.
- Ability to analyze and interpret data, identify opportunities, and propose solutions.
- Strong project management skills, attention to detail, and compliance orientation.
- Self-directed, proactive, and professional maturity.
At Invigorate Finance, we're committed to providing innovative insurance solutions to our clients. We believe in the importance of diversity, equity, and inclusion in our workplace and strive to create an environment where every employee feels valued, respected, and included. We're an equal opportunity employer and participate in E-Verify.
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