About the Role
This role involves engaging with customers to understand their insurance needs, explaining coverage options, and helping them purchase appropriate policies. The representative will build trust through clear communication and reliable follow-up, aiming to grow customer relationships and retention.
Responsibilities
- Guide potential customers through the insurance selection process
- Explain policy details, coverage limits, and exclusions in clear language
- Assess client needs to recommend suitable insurance products
- Respond promptly to customer inquiries via phone and email
- Maintain accurate records of customer interactions and sales activity
- Follow up with leads in a timely and professional manner
- Support clients during policy renewal periods
- Address customer concerns to improve satisfaction
- Collaborate with internal teams to resolve client issues
- Stay current on product updates and underwriting guidelines
- Educate customers on risk mitigation strategies
- Process applications and ensure documentation is complete
- Identify opportunities to expand coverage based on life changes
- Meet or exceed monthly sales and service targets
- Use CRM tools to track customer progress and outcomes
- Adhere to compliance and regulatory standards in all communications
- Participate in training sessions to improve product knowledge
- Provide feedback on customer trends and pain points
- Maintain a professional and empathetic tone in all interactions
- Help improve sales processes through performance insights
Nice to Have
- Experience selling property and casualty insurance
- Prior success in quota-driven sales roles
- Knowledge of insurance regulations in multiple states
- Background in customer retention or account management
- Experience using Salesforce or similar CRM platforms
Benefits
- Health, dental, and vision insurance coverage
- Employer-sponsored retirement savings plan
- Paid time off and holiday leave
- Flexible work schedule
- Remote work setup allowance
- Ongoing professional development opportunities
- Commission-based performance incentives
- Employee assistance program
- Inclusive and supportive work culture
Compensation
Competitive base salary plus commission
Work Arrangement
Remote
Team
Part of a growing sales team focused on delivering personalized service
Our Mission
We aim to make insurance simple and accessible for homeowners by using technology to deliver fast, fair, and personalized coverage options.
Why This Role Matters
Customers rely on guidance to protect their homes and belongings. This role directly impacts their confidence and peace of mind by ensuring they understand and receive the right protection.
Not offered
