Carrier Consolidation Specialist, Personal Insurance
Core
Managing end-to-end quote workflows for personal insurance to optimize close rates and grow new business volume.
Role type
Personal insurance field sales support specialist
Builds
Insurance quotes and consolidated carrier relationships
Domain
Personal Insurance / Property & Casualty
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
consultative selling, risk assessment, product knowledge, data analytics, relationship building, documentation
Preferred skills
underwriting guidelines knowledge, automation/AI tool usage, pipeline management
Technologies
CarCon dashboard
Responsibilities
Own the CarCon quote process from intake through bind, assess risk and price accounts, collaborate with Field Sales on territory strategies, engage with agency partners, utilize data analytics for pipeline management, ensure accurate documentation
Seniority
Entry-level, individual contributor