Advisor - Inside Sales - Personal Lines
Core
Inside sales advisor managing company-provided leads to drive business growth in personal lines insurance.
Role type
Inside sales advisor (personal lines insurance)
Builds
Personal lines insurance policies and risk management solutions
Domain
Insurance / Personal Lines
Deliverable
product features
Required skills
Active Property & Casualty License, lead management, cross-selling, upselling, consultative proposal presentation, phone sales, relationship cultivation, documentation collection, pipeline management, underwriting guidelines knowledge
Preferred skills
Centers of influence partnerships, objection handling, workflow improvement
Technologies
CRM systems, agency management platforms
Responsibilities
Manage company-provided leads; Generate referrals and cultivate long-term client relationships; Present insurance proposals and review coverages; Finalize sales by collecting documentation and applications; Maintain pipeline and follow-up discipline; Meet monthly new business production goals
Seniority
Individual Contributor, entry-to-mid level
