Key skills
CAISalesforceCRMCommunicationNegotiationSales
About this role
Role Overview
- Make outbound dials to prospective and existing small business clients
- Quote and issue Property & Casualty policies
- Achieve required daily, weekly, and monthly sales activity expectations
- Provide human-in-the-loop support to optimize the AI Insurance Advisor
- Maintain client relationships and manage policy renewals
- Act as a trusted liaison between clients and carriers
- Work to cross-sell and up-sell additional P&C lines of coverage
- Maintain accurate client records and policy documentation
- Use AI-powered workflows as a core part of how you sell
- Stay current on industry trends and regulations
Requirements
- Proven experience in insurance sales or brokerage (4+ years)
- An active Property & Casualty insurance producer’s license
- Excellent verbal and written communication skills
- Strong sales and negotiation abilities
- Working knowledge of carrier quoting systems
- Proficiency in insurance software and familiarity with CRM systems like Salesforce
- Comfortable using AI tools and automation to enhance productivity
- A passion for delivering an incredible customer experience
Benefits
- Competitive base pay
- Benefits
- Equity (RSUs)