Digital Insurance Agent
Core
Digital insurance agent responsible for uncovering customer needs, recommending tailored insurance solutions, and achieving production targets.
Role type
Digital insurance sales agent
Builds
Insurance policies (auto, home) for individual consumers (via careerplan.io/jobs/5710471004-digital-insurance-agent-at-insurify)
Domain
Insurance / FinTech
Deliverable
client delivery
Required skills
consultative sales approach, multi-carrier product knowledge, state insurance licensing, regulatory compliance, high-volume sales experience
Preferred skills
2+ years auto and home insurance sales experience, multiple state licenses
Technologies
None explicitly stated
Responsibilities
Maintain state licenses and expert knowledge through continuing education; Uncover customer insurance needs and recommend tailored solutions; Achieve and exceed production targets; Ensure compliance with state regulatory guidelines; Collaborate with management to develop success plans; Provide insights for product and process improvement.
Seniority
Individual Contributor