Insurance Sales Agent

• Develop and maintain strong relationships with policyholders in a fast-paced sales environment
• Take incoming lead calls to address customer needs with tailored solutions by proactively cross-selling and upselling insurance products, driving customer satisfaction and revenue growth
• Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
• Obtain and maintain Property & Casualty and Life insurance licenses by attending continuing education classes and staying updated on industry best practices
• Respond to customer inquiries via phone, email, and chat, providing accurate policy information and resolving issues.
• Assist with policy updates, renewals, and claims inquiries, ensuring efficient service
• Maintain accurate records of customer interactions and policy updates
• Follow established procedures and guidelines to ensure compliance with state and federal regulations
• Collaborate with internal teams to resolve complex issues and ensure seamless customer experiences
• Participate in team meetings and training to stay updated on products and industry trends
• Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions

• Resident Insurance Producer License (may be obtained after offer, but before starting)
• Demonstrates success in cross-selling insurance products and maintaining an assigned book of business
• Excellent communication and presentation skills
• Proven track record of meeting or exceeding sales targets
• Proficiency in computer applications, including Microsoft Office
• Exceptional analytical and problem-solving abilities
• Ability to work independently and in a team environment
• Attention to detail and strong organizational skills

• Bachelor’s degree in business administration or related field
• Minimum of 2 years of sales experience
• Experience with insurance software and CRM systems
• Knowledge of property management or real estate industry
• Bilingual proficiency in English and Spanish for enhanced customer support capabilities
• Demonstrates success in cross-selling insurance products and maintaining an assigned book of business

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.