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Insurance Solutions Consultant

2 months ago


Bellevue, Washington, United States Comma Insurance Full time

Position Overview: As an Insurance Solutions Consultant at Comma Insurance, you will play a pivotal role in delivering tailored insurance solutions that cater to the unique needs of our clients. Your expertise will empower individuals and families to make informed decisions regarding their Property, Casualty, and Life insurance needs.


Key Responsibilities:

  • Engage with potential clients and existing customers in a courteous, professional, and proactive manner.
  • Establish rapport and trust with clients through various communication channels, including video, phone, email, and SMS.
  • Guide clients in their insurance choices by conducting thorough product research and providing clear explanations of available options.
  • Develop new business opportunities through networking, referrals, and outreach efforts.
  • Manage the underwriting process for new policies, ensuring all documentation is accurate and complete.
  • Maintain meticulous records of client interactions and transactions within the company’s systems.

Qualifications:

  • High school diploma or equivalent required.
  • Possession of a valid Property & Casualty and Life Insurance License.
  • Valid Driver's License or reliable transportation.
  • A genuine passion for assisting clients and addressing their insurance needs.
  • Previous experience in sales is advantageous, though not mandatory.
  • Strong integrity and a positive approach to problem-solving.

Skills Required:

  • Proficient in utilizing various technology platforms for internal and external communication.
  • Excellent verbal and written communication skills to foster client relationships.
  • Ability to prioritize tasks effectively and manage them from inception to completion.
  • Deliver a client-centric experience across multiple communication channels.
  • Comprehend and articulate various personal insurance coverages to clients with limited knowledge.
  • Demonstrate empathetic listening skills and ask insightful follow-up questions.
  • Possess a strong internal drive to succeed and navigate challenges effectively.
  • Build and maintain new business relationships confidently.
  • Collaborate effectively with colleagues to ensure a seamless client experience.
  • Adhere to a consistent sales process to provide comprehensive care and follow-up for all prospects.
  • Utilize logical reasoning to evaluate different solutions and approaches to client needs.

What We Offer:

  • Comprehensive onboarding and training programs.
  • Uncapped commission structure with residual income potential.
  • Competitive benefits package, including medical, dental, and vision coverage.
  • 401K retirement plan with company matching contributions.
  • Opportunities for career growth and advancement within a dynamic organization.

Additional Information:

You Should Consider This Role If:

  • You seek a career that allows you to thrive in a collaborative team environment.
  • You enjoy engaging with individuals and assisting them with their insurance requirements.
  • You desire to work for a company that values flexibility and work-life balance.
  • You demonstrate personal initiative and excel at overcoming challenges.
  • You can adapt your strategies to align with proven business practices.

About Comma Insurance: Established to prioritize integrity, compassion, and excellence, Comma Insurance is dedicated to providing exceptional service to our clients, partners, and colleagues. We focus on personalized service, ensuring our clients feel valued and understood.