Insurance Sales Agent
5 days ago
Core Responsibilities/duties will include but are not limited to the following:
- Gain working knowledge and understanding of various carriers' programs and websites necessary to update and produce customer
- Prepare and process quotes for potential customers, online quote requests, dealers, and lenders and provide support and quotes for Retail Sales agents, as
- Assist with agent calls and WebQuoter questions, as
- Complete outbound prospect calls and manage lead funnel required to sell all personal lines
- Responsible for monthly quoting activity and minimum monthly sales
- Able to maintain an effective sales funnel in CRM
- Provide quotes to Spanish speaking callers using the language
- Follow up with customers regarding signed applications, payments and additional documents needed for current and/or future policies as
- Review appraisals, specification sheets for value and
- Verify signed applications, confirm, and process payments as required to bind and issue
- Prepare documents for mortgage closings and prepare escrowed premium billing to
- Provide routing instructions to ensure all issued policies are delivered to the correct department and scan and tag documents into the document imaging system, as
- Issue service contracts submitted by Independent Retail
- Any additional duties as assigned by
- High school diploma or
- Current Property & Casualty license
- Minimum of (1) year of customer service experience in insurance, financial services and/or relevant direct customer
- Minimum of (6) months insurance sales experience in the personal lines property and casualty insurance sector.
- Excellent phone, Internet and communication skills and critical thinking ability and good math
- Good organizational skills with ability to multitask and work independently in a fast-paced
- Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant
- Frequently required to communicate with co-workers and policy holders with the ability to exchange accurate information, as
- Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low
- Occasionally required to move and place objects weighing less than or equal to 20
- Noise level in the work environment is usually
- Position may require temporary remote work based on business needs and is at the sole discretion of the company. The employee must have Wi-Fi connectivity, a smart phone, and a designated work area in their
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The employer may, at its discretion, modify or adjust the position to meet the company's changing needs.
Standard Casualty Company is committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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