National Sales Agent, Direct Distribution - Personal Lines
Core
Sell new property/casualty coverage over the phone to prospective customers and provide counseling on insurance needs for personal lines (auto, home, boats, motorcycles, RVs, umbrellas, flood).
Role type
National Sales Agent (Direct Distribution)
Builds
New and retained personal lines insurance business
Domain
Insurance (Property & Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Sales acumen, closing ability, critical thinking, problem solving, adaptability, customer focus, underwriting guidelines interpretation, state regulations knowledge
Preferred skills
P&C license, multiple product telemarketing experience, previous insurance industry experience
Technologies
Insurance processing systems, rating plans, tiers, selection standards
Responsibilities
Handle incoming calls/emails for property/casualty lines, write risk policies, determine eligibility and bind coverage, complete applications and forms, meet individual and team quotas, provide coaching and feedback to team members
Seniority
Entry to Mid-level, individual contributor