Licensed Casualty and Property Insurance Agent
Core
Inbound sales agent for small business commercial insurance solutions, assessing needs and guiding customers through quoting and purchasing.
Role type
Entry-level sales agent (property & casualty insurance)
Builds
Commercial insurance policies for small businesses
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
consultative selling, product recommendation, quote generation, regulatory compliance, Microsoft Office
Preferred skills
none stated
Technologies
Microsoft Office
Responsibilities
Respond to inbound calls from prospective customers, assess customer needs and recommend insurance products, generate quotes and support policy purchase decisions, meet sales and quality targets, maintain accurate documentation of interactions, adhere to regulatory and company requirements
Seniority
Entry-level, individual contributor
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