- Inbound Calls and Inquiries:
- Handle incoming calls and online inquiries from potential clients interested in personal lines insurance, including auto, home, renters, and as well as other coverage types.
- Needs Assessment:
- Conduct thorough needs assessments to understand each customer’s insurance requirements and risk tolerance. Ask probing questions to identify coverage gaps and offer appropriate solutions.
- Product Knowledge:
- Develop a deep understanding of our personal lines insurance products, policy options, and coverage features. Stay up to date with industry trends and changes.
- Quote Generation:
- Utilize insurance quoting software and tools to generate accurate insurance quotes based on customer needs and preferences.
- Consultative Sales:
- Provide consultative guidance to customers, explaining policy terms, coverage limits, deductibles, and other relevant details. Offer recommendations to help customers make informed decisions.
- Cross-Selling and Up-Selling:
- Identify opportunities to cross-sell or up-sell additional insurance products or coverage enhancements to meet customer needs and maximize value.
- Documentation and Follow-Up:
- Accurately complete insurance applications and necessary documentation. Follow up with customers to ensure the application process is smooth and timely.
- Ensure all sales activities and documentation adhere to industry regulations and company policies.
- Client Relationships:
- Learn to utilize the company CRM while keeping detailed client notes for future discussions and keeping updated policy and client information as needed.
- High school diploma or equivalent.
- Proven experience in sales or customer service, preferably in the insurance industry.
- Have or be able to pass the property and casualty insurance exam within two weeks of date of hire.
- Excellent communication and interpersonal skills.
- Strong listening and problem-solving abilities.
- Proficiency in using insurance quoting software and CRM systems.
- Detail-oriented with strong organizational skills.
- Ability to work in a fast-paced environment and handle a high volume of inquiries.
- Willingness to obtain required insurance licenses as needed.
- Willingness to work in a team-oriented environment.
- Ability to cross train to other pieces of agency as needed.
- Competitive base salary with monthly performance-based bonuses and incentives.
- Comprehensive benefits package, including health, dental, and employer matching 401k retirement plans.
- Ongoing training and professional development opportunities.
- 15-days of paid time off earned after the first year.
- 11 annual paid holidays
- Flexible Hybrid work schedule.
- A fun and supportive team environment.
How to Apply:
Are you ready to begin a new, rewarding career? If so, we invite you to apply for the Inbound Sales Representative role! Please submit your resume and a cover letter highlighting your relevant experience and why you are the ideal candidate via the link below.
Coverage Direct is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace for all employees.