Insurance Advisor Trainee
Core
Train to become a personal insurance advisor helping customers select ideal insurance carriers and coverages in a digital agency environment.
Role type
Trainee insurance advisor (sales)
Builds
Personal insurance products and services for individual customers
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
consultative sales approach, inbound and outbound call handling, customer relationship management, product quoting and underwriting support, objection handling, professional communication (verbal and written), multi-tasking in high-volume environments
Preferred skills
call center experience, prior sales experience, personal insurance product knowledge, Bachelor's degree
Technologies
multiple carrier systems, quoting and underwriting platforms
Responsibilities
Complete a 4-month paid training program on personal lines insurance products; provide one-on-one coverage guidance and connect customers to additional products; manage inbound business opportunities and maintain client communication via calls and emails; gather information for quoting, underwriting, and closing sales; obtain and maintain Property & Casualty or Personal Lines insurance licenses within 4-6 months of hire; meet quality, efficiency, and sales metrics; receive and implement constructive coaching feedback
Seniority
Entry-level, direct supervision