Licensed Insurance Agent, Remote
Core
Licensed insurance agent selling personal lines (P&C) products to customers in the mortgage/lending process.
Role type
Individual contributor sales agent
Builds
Insurance policies for homeowners and auto owners
Domain
Insurance / Insurtech
Deliverable
client delivery
Required skills
phone sales, remote work, multi-tasking, communication, customer service, policy binding, payment processing, continuing education
Preferred skills
thought leadership, coaching receptiveness, industry certifications
Technologies
DocuSign
Responsibilities
Handle incoming calls from customers seeking insurance options, make outbound calls to generate interest and sell insurance, advise customers on best insurance options, assist with policy purchase process including verification and DocuSign, maintain P&C license and continuing education, participate in team activities and training.
Seniority
Entry-level to Mid-level, hands-on IC