Direct Insurance Agent

About the role

PEMCO is seeking a Direct Insurance Agent to join our dynamic team. This position serves as the first point of contact for prospective customers, helping them navigate their insurance needs and recommending appropriate coverage options.

Responsibilities

• Handle inbound calls and warm leads
• Follow-up with prospects via outbound activities including phone calls, emails, and text
• Consult with prospects and customers to assess their insurance needs
• Recommend appropriate coverage options and explain product benefits
• Convert leads into policies through persuasive communication
• Maintain accurate records of customer interactions and sales
• Meet or exceed monthly sales targets and performance metrics
• Stay current on product offerings, licensing requirements, and industry trends
• Address customer complaints, providing empathetic and effective solutions to maintain high customer satisfaction
• Demonstrate behaviors consistent with PEMCO's policies, values, code of ethics and business conduct
• Authentically support the PEMCO Brand and constantly are on the lookout for top talent to join us to achieve our Mission to Worry Less and Live More
• Other duties as assigned

Requirements

• B.A. or B.S. degree (Business, Liberal Arts) or equivalent work experience is preferred
• 2+ years of experience in sales, insurance industry and/or financial services roles is required
• Property/Casualty License is required
• Certified Insurance Counselor (CIC) and/or Chartered Property Casualty Underwriter (CPCU) designation is preferred

Qualifications

• Comprehensive understanding of insurance carrier products, policy contracts, and underwriting guidelines
• Customer First: Has a relentless focus on the customer and dives deep into the challenges they face with a strong customer service orientation
• MS Office: Skilled proficiency in Excel, Word, Outlook

Skills

• Interpersonal Skills & Empathy: Builds relationships internally and externally and get results through influence rather than authority. Demonstrates authentic empathy, celebrates the joy and shows care for the challenges felt by others
• Compliance: Knowledge and understanding of relevant laws, rules, and regulations
• Communicator: The ability to communicate clearly and informatively, verbally and in writing, with colleagues, customers, and the community in both technical and non-technical professional language
• Sales: Has a proven track record of revenue growth and sales success through negotiation; builds long-term customer relationships
• Business Environment: Has a thorough understanding of our industry, the relevant business landscape, trends in growth and insurance environments; the ability to spot early indicators of change and apply strategies to adapt quickly
• Precision: Is detail-oriented and has a strong desire for accuracy and thoroughness

Benefits

• Regular part-time and full-time employees are eligible for medical, dental, and vision plans with generous employer premium cost shares
• Employer-paid basic life and accidental death & dismemberment insurance policies, long- and short-term disability benefit coverages
• Eligible to participate in PEMCO’s 401(k) plan, which includes a generous employer match (2 for 1 on the first 6% employee pre-tax and/or Roth deferral, up to federal maximums)
• Accrue up to 25 days of vacation based on tenure, four (4) personal days immediately upon hire, and paid holidays for the eight (8) holidays observed by PEMCO throughout the calendar year
• Eligible for paid time off for bereavement, jury duty, and employee volunteering in the community
• Discretionary taxable gifts and gift cards
• And other Perks & Benefits including discounts on computer software and hardware, cell phone plans, and rental cars

Pay

The pay range for this role is shown below. Compensation decisions are determined based on an individual’s qualifications, job-related knowledge, skills, and experience. Greater Seattle area target pay range: $72,237-$88,289. The full pay range is $60,197-$100,329 Outside greater Seattle area target pay range: $63,750-$77,916. The full pay range is $53,125-$88,541. Greater Seattle Area is defined as working within approximately 100 miles of Seattle. Outside Greater Seattle is defined as working approximately 100 miles or more from Seattle.

Schedule

Regular part-time and full-time employees are eligible for medical, dental, and vision plans with generous employer premium cost shares. Employer-paid basic life and accidental death & dismemberment insurance policies, long- and short-term disability benefit coverages. Eligible to participate in PEMCO’s 401(k) plan, which includes a generous employer match (2 for 1 on the first 6% employee pre-tax and/or Roth deferral, up to federal maximums).