P&C Insurance Advisor – License Required

Role Overview

• Make a minimum of 30 outbound calls per day
• Use warm, qualified leads to assist clients with insurance needs
• Help people make informed decisions about insurance solutions
• Respond proactively to requests for information or quotes
• Track key metrics such as number of calls made, call duration, new policy sales, and retention rates

Requirements

• A comprehensive understanding of Property & Casualty (P&C) products, carriers, and pre-underwriting knowledge
• Highly responsive and proactive skills in handling inbound calls and appointments
• The ability to effectively guide prospective clients in making informed decisions about their insurance needs
• The drive to be proactive and assertive, especially between calls and appointments, by reaching out to prospective clients who have requested quotes
• Strong communication and responsiveness in following up on requests for information or quotes
• Proven ability to multitask effectively, managing inbound calls, scheduling appointments, responding to urgent requests, handling text messages, and managing emails efficiently

Benefits

• Medical and Dental (Employer paid 75% of monthly contributions)
• Vision Insurance (Employer paid 100% of monthly contributions)
• Domestic Partner Coverage for all insurance plans
• 100% employer-paid Life Insurance
• 401(K) retirement plan options (including employer contribution)
• Generous Paid Time Off (PTO)
• Generous Sick Time Off (VTO) Program
• Generous Paid Paternity and Maternity Leave Policies
• 11 Holidays (Including office closed day after Thanksgiving)
• Flexible work schedules
• Flexible Spending Account program
• Voluntary Benefit Programs (STD, LTD, Life Insurance, Accident, Cancer)