Licensed Insurance- Sales Agent, P&C (Remote)
Core
Remote sales agent selling Property & Casualty insurance products via inbound/outbound calls and online channels to resolve inquiries and bind policies.
Role type
Licensed P&C Insurance Sales Agent
Builds
Insurance policies and customer service interactions
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Active P&C insurance license, sales experience, cross-selling/upselling, CRM navigation, multitasking, high-speed internet setup
Preferred skills
Military veteran status
Technologies
CRM tools, quoting systems, PC, smartphone
Responsibilities
Sell insurance products by gathering information, generating quotes, and binding policies; Respond to inbound customer and agent inquiries related to policy coverage, billing, and service; Resolve questions and service issues requiring a valid insurance license; Educate customers on policy options and documentation; Identify opportunities for cross-selling and upselling additional products; Navigate multiple systems simultaneously while maintaining customer conversation; Document interactions thoroughly to ensure accuracy and continuity.
Seniority
Entry-level to Individual Contributor