Sales Insurance Specialist
Core
Drive sales results and underwriting for Home & Auto insurance policies while exceeding KPIs and building a high-performance sales culture.
Role type
Sales Insurance Specialist (Underwriter)
Builds
Home & Auto insurance policies
Domain
Insurance (Personal Lines)
Required skills
Sales execution, underwriting judgement, cross-sell/upsell identification, regulatory compliance, performance tracking, policy management
Preferred skills
Insurance sales/service underwriting experience
Technologies
Multiple systems, new technology platforms
Responsibilities
Quote, underwrite, and sell Home & Auto insurance policies; Exceed sales KPIs, conversion targets, and retention metrics; Apply underwriting judgement to new business, endorsements, and renewals; Identify and close cross-sell and upsell opportunities; Service existing customers by updating policies and providing new products; Track and analyze personal performance to improve outcomes.
Seniority
Individual Contributor