(Vendor) Remote Licensed P&C Insurance Sales Agent
Core
Provide custom quotes for home, auto, renters, and personal umbrella policies via inbound and outbound calls to convert customers into sales.
Role type
Licensed P&C Insurance Sales Agent
Builds
Property & Casualty insurance policies for individual consumers
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Active P&C insurance license, sales experience, ability to close sales, CRM navigation, multitasking, high-speed internet setup
Preferred skills
P&C insurance sales experience, proven track record of meeting sales targets
Technologies
CRM tools, quoting systems, PC, smartphone
Responsibilities
Provide custom quotes for home, auto, renters, and personal umbrella policies; Educate customers on policy options and documentation; Identify opportunities for cross-selling and upselling; Navigate multiple systems while maintaining customer conversation; Document interactions thoroughly; Work from a quiet, distraction-free home environment
Seniority
Entry-level to Mid-level, individual contributor