Property and Casualty Client Advisor

20 hours ago

Frisco, Texas, United States Careington Full time

Careington International Corporation is a solutions-oriented company. An established leader, we have been a trailblazer in the field of discount health care since 1979. Over the years, our mission has remained the same — to create discount health programs that are marketable to the employer, profitable to the provider and economical for the member. In response to a growing demand for our products and services in recent years, our growth means that we continuously strive to recruit innovators to join our fast-paced, forward-thinking team.

Careington Benefit Solutions is currently seeking a Client Advisor for our Property & Casualty division. The position offers a hybrid work schedule: three days a week at our North Frisco office and two days from home, with alternating Saturdays. The work hours are from 8:30 AM to 5:30 PM.

Client Advisors will consult with customers to identify their auto, home, and other personal insurance needs and custom tailor solutions to fit. Client Advisors will be responsible for outbound follow-up and prospecting activities as well as handling inbound call volume.

The compensation for this role includes an hourly wage along with additional earnings based on commission.

Duties & Responsibilities: 

  • Place outbound calls to prospective individuals and other qualified leads (no cold calling).
  • Source quotes and policies through active networking and prospecting to generate referrals for P&C insurance products.
  • Efficiently handle a large quantity of inbound sales calls while making outbound calls.
  • Utilize consultative sales practices to provide customized quotes, sell value, overcome objections, and pursue a one-call-one-close outcome where possible.
  • Meet and exceed metric goals for inbound and outbound calls, quotes, sales and others.
  • Manage and track customer requests for follow-up as required.
  • Ensure all phone calls are answered timely, and quotes are completed accurately and delivered as efficiently as possible.
  • Be a licensed Property & Casualty Agent. Learn, understand, and retain specific policy coverage information for multiple carriers across multiple States.
  • Work with team to exceed goals and metrics set forth by management including sales per week, quotes per week, calls per day and per week, handle time, and customer satisfaction.
  • Be an active problem solver to help the organization improve workflows and efficiency of the team.

  Knowledge, Skills, and Abilities:

  • Phone Sales Experience
  • Strong work ethic
  • Exert a high level of energy, drive, and enthusiasm
  • Must be a self-motivator with a desire to add value to the day-to-day operations of the department
  • Commission Driven with quarterly bonus
  • Goal-Oriented
  • Flexibility in scheduling
  • Must be able to accurately retain sales campaign knowledge and apply learned sales tactics
  • Must have the ability to work independently and with others when appropriate
  • Impeccable communication skills – both written and verbal
  • Must have professional phone demeanor and superb listening skills  
  • Must be extremely organized with the ability to effectively manage multiple tasks  
  • Ability to easily adapt to departmental changes
  • Have a strong desire to meet the department's overall goals

Education, Experience & Software:

  • Property & Casualty agent license required
  • College degree preferred but not required
  • Computer skills and experience with Microsoft Applications. Specifically, Microsoft Excel
  • Interest and experience in both inbound and outbound sales calls

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