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)
Builds
Commercial insurance policies for small businesses
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
consultative selling, product recommendation, quote generation, regulatory compliance, Microsoft Office
Preferred skills
none stated
Technologies
Microsoft Office suite
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, adhere to regulatory and company requirements
Seniority
Entry-level, frontline
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