Insurance Sales Specialist - Mortgage Channel

About the role

The Insurance Sales Specialist-Senior requires basic technical and personal insurance product knowledge in the daily responsibilities of performing inbound and outbound phone sales using multiple insurance carriers.

Responsibilities

• Sell personal insurance products to individuals.
• Inbound and outbound calls to prospective clients.
• Identify prospective customers using established lead methods.
• Counsel and advise prospects on matters of protection and coverage.
• Develop and maintain business relationships with internal and external referral sources.
• Meet goals for volume of quality new business quoted and written within company guidelines.
• Proficient with computers; comparative rater, carrier sites to perform quoting and documentation of actions, as well as internal Systems, MAX, ESS, etc.
• Maintains up to date knowledge of products, services, technology and regulations.
• Interact closely with insurance partners and/or Call Center Bankers to meet customer needs.
• Assignments are regularly monitored and work is screened according to agency standards.
• Requires limited independent decision making and will have moderate supervision from management.
• Perform other duties as assigned.

Basic qualifications

• High school diploma or equivalent
• Property & Casualty insurance license
• 1+ years of personal lines insurance product knowledge

Preferred qualifications

• The drive to consistently achieve the best sales results and meet high volume deadlines in a call center environment
• A high energy and personable "over the phone" communication style that allows you to be successful in engaging and guiding our customers
• A consistent organizational style and system that allows you to manage a high volume of customers in various stages, from start to finish, including documentation and follow-up
• Experience working with complex products/processes to allow you to easily translate those skills into understanding complex coverage details and underwriting guidelines
• A comfort level working with PC's and Microsoft Office programs, and the flexibility to learn and adapt to new software applications
• Recent experience selling/upselling additional products/services with enthusiasm and desire to provide the optimum experience to your customers is to be evident in your results