Insurance Agent
Core
Selling property insurance policies to homeowners and advising on risk management and claims.
Role type
Insurance Agent (Property & Casualty)
Builds
Insurance policies for property owners
Domain
Real Estate / Insurance
Deliverable
client delivery
Required skills
Property & Casualty insurance knowledge, sales experience, carrier relationship management, quoting platforms proficiency, risk management advice
Preferred skills
Commercial insurance sales, rater platforms (EZLynx/HawkSoft), CRM usage (Salesforce/AgencyZoom)
Technologies
GSuite, Salesforce, AgencyZoom, EZLynx, HawkSoft
Responsibilities
Develop and bind new business with carriers, Meet with potential clients to discuss insurance needs, Present and explain policy details, Advising clients on risk management, Advising clients on claim filing, Advise product/engineering teams on automation, Maintain client relationships, Retain customers year-over-year
Seniority
Individual Contributor, 1-3 years experience