Advisor, UCTS - Obie Insurance
Core
Licensed insurance producer driving growth for real estate investors and landlords by quoting policies and managing sales leads.
Role type
Licensed insurance producer (P&C)
Builds
Insurance policies (Builders Risk, Landlord, Commercial Property, General Liability, Flood) for real estate investors and landlords
Domain
Insurance / Real Estate
Required skills
Active Property & Casualty License, 2+ years insurance sales experience, Salesforce proficiency, lead generation, closing skills, underwriting guidelines knowledge
Preferred skills
Commercial/E&S/Builders Risk experience, personal lines home/auto experience
Technologies
Salesforce
Responsibilities
Take in sales leads and determine policy types, quote business, track and manage new sales leads in Salesforce, proactive client follow-up, follow underwriting guidelines and carrier SOPs
Seniority
Mid-level, individual contributor