Job Description
Personal Lines Insurance Inside Sales
Job Description:
Within this role you will be the initial point of contact for our future policyholders. Quoting new business prospects for personal lines accounts.
Core Responsibilities:
- Manage incoming leads provided by our producers and internal agency referrals
- Make outbound calls & e-mails to these prospective clients
- Quote new business across all carriers
- Advise and educate prospects/clients on coverage options and features
- Input accurate information to ensure correct risk assessment and premium calculation
- Field underwrites to ensure only binding appropriate types of risk for agency appetite
- Track leads and progress throughout the quoting process and maintain appropriate follow-up
- Cross-sell additional lines of business
- Obtain referrals
Required Skills:
- Associate degree in business-related field or minimum 2-year equivalent training/work experience.
- Prior sales experience is a must.
- Prior personal lines (auto & home) in-agency insurance experience with a basic knowledge of coverage industry principles and products.
- Comfortable with identifying opportunities asking for and closing the sale of additional insurance products & services.
- Excellent communication and interpersonal skills combined with the ability to work independently and as part of a team.
- Active P&C Insurance licensed
- Ability to both prioritize as well as review record and organize data from a variety of sources.
Preferred Skills:
- Bachelors degree
- Commercial lines insurance knowledge and experience
- Working familiarity of Agency Management Systems
- Fluency in Spanish also a plus.
#LI-BH1
Required Experience:
IC
Job DescriptionPersonal Lines Insurance Inside SalesJob Description:Within this role you will be the initial point of contact for our future policyholders. Quoting new business prospects for personal lines accounts.Core Responsibilities:Manage incoming leads provided by our producers and internal ag...
Job Description
Personal Lines Insurance Inside Sales
Job Description:
Within this role you will be the initial point of contact for our future policyholders. Quoting new business prospects for personal lines accounts.
Core Responsibilities:
- Manage incoming leads provided by our producers and internal agency referrals
- Make outbound calls & e-mails to these prospective clients
- Quote new business across all carriers
- Advise and educate prospects/clients on coverage options and features
- Input accurate information to ensure correct risk assessment and premium calculation
- Field underwrites to ensure only binding appropriate types of risk for agency appetite
- Track leads and progress throughout the quoting process and maintain appropriate follow-up
- Cross-sell additional lines of business
- Obtain referrals
Required Skills:
- Associate degree in business-related field or minimum 2-year equivalent training/work experience.
- Prior sales experience is a must.
- Prior personal lines (auto & home) in-agency insurance experience with a basic knowledge of coverage industry principles and products.
- Comfortable with identifying opportunities asking for and closing the sale of additional insurance products & services.
- Excellent communication and interpersonal skills combined with the ability to work independently and as part of a team.
- Active P&C Insurance licensed
- Ability to both prioritize as well as review record and organize data from a variety of sources.
Preferred Skills:
- Bachelors degree
- Commercial lines insurance knowledge and experience
- Working familiarity of Agency Management Systems
- Fluency in Spanish also a plus.
#LI-BH1
Required Experience:
IC
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