Insurance Professional
1 week ago
The Insurance Advisor plays a vital role in fostering and enhancing customer relationships by conducting thorough reviews of existing policies and providing tailored recommendations. This role requires exceptional cross-selling skills to offer essential products to our current clients and identifying and addressing service needs when our dedicated service team is unavailable. As a key member of our team, you will contribute to sales, service, and test and learn initiatives for the company.
Key Responsibilities:- Sell and service life, property, and casualty insurance products to new and existing customers.
- Estimate and quote policy premiums in compliance with underwriting guidelines.
- Perform office tasks as needed and assigned by the Branch Sales Manager.
- Gather necessary information to assess prospective customers against underwriting criteria.
- Convert incoming leads into qualified customer engagements and manage a prospecting pipeline.
- Provide exceptional customer experiences by directing potential customers to appropriate resources.
- Develop and execute a retention program for the existing customer base.
- Meet sales and quality goals consistently.
- Develop, maintain, and cultivate community contacts to enhance company visibility and maximize new business opportunities.
- Collaborate with clients, corporate partners, and community members to foster relationships.
- Work with leaders to create social media content.
- Attend community events.
- Participate in testing new products and processes.
- Stay updated on industry trends and best practices.
- Multitask with a variety of systems.
- Attention to detail to provide accurate quotes to clients.
- Ability to work independently and as part of a team.
- Ability to work with curiosity and flexibility to engage in testing and implementing new initiatives.
- Willingness to learn and adapt in a fast-paced environment.
- Proven ability to build and maintain relationships with clients and partners throughout the company.
- Ability to multi-task on multiple computer systems/screens during a quote.
- Ability to clearly explain insurance concepts and coverages to clients.
- Prefer 2+ years' experience in insurance.
- Valid driver's license required plus an acceptable driving record.
- Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products: Property and Casualty, (personal lines authority does not qualify) Life and Health.
- Successfully obtain and maintain property and casualty, life, and health producer licenses for sales and service state(s). Required to pass the state licensing exam for property and casualty, life, and health producer licenses within 30 days of hire date.
This is a flex office/home role, and you will be expected to work a minimum of 10 days per month from the Chandler, AZ office.
The Insurance Advisor will receive base pay plus variable compensation and our corporate benefits package.
Travel Requirements:- Up to 10%.
- Work that primarily involves sitting/standing.
- Not Applicable.
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