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crm sales microsoft office cross-selling property management knowledge📋 Description
- Develop and maintain strong relationships with policyholders in a fast-paced sales environment.
- Take incoming lead calls to address customer needs with tailored solutions via cross-selling.
- Stay informed about company insurance products to provide current information.
- Obtain and maintain Property & Casualty and Life licenses via continuing education.
- Respond to customer inquiries via phone, email, and chat with policy info.
- Collaborate with internal teams to resolve issues and ensure seamless experiences.
🎯 Requirements
- Resident Insurance Producer License (may be obtained after offer, but before starting).
- Demonstrates success in cross-selling insurance products and maintaining an assigned book of business.
- Excellent communication and presentation skills.
- Proven track record of meeting or exceeding sales targets.
- Proficiency in Microsoft Office.
- Knowledge of property management or real estate industry.
🎁 Benefits
- Flexible remote and hybrid work options, vacation, and recharge days.
- Comprehensive medical, dental, and vision coverage including fertility benefits.
- HSA/FSA options and employer-paid disability benefits.
- 401(k) with employer matching.
- Wellness initiatives including onsite gym and mental health resources.
- Family-centric leave policies.
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