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crm forecasting sales licensed_insurance_agent๐ Description
- Connect with customers via inbound inquiries to tailor insurance solutions.
- Close sales and meet targets using consultative techniques with qualified leads.
- Communicate the value of Kinโs products and address customer questions confidently.
- Leverage company-provided leads and follow up to close.
- Partner with underwriters and customer service for smooth policy issuance.
- Explain complex insurance concepts and guide coverage choices.
๐ฏ Requirements
- 6+ months P&C insurance experience in a fast-paced sales environment.
- Active P&C license in your current state of residence.
- Proven track record of closing sales and exceeding targets.
- Ability to build trust quickly through clear, confident communication.
- Comfort adhering to performance metrics, schedules, and training requirements.
- Proficiency with CRM systems and telephone software, including managing multiple platforms.
- Self-motivated, results-driven mindset with a passion for hitting goals.
- Bonus: Licensed in California.
- Bonus: Surplus Lines License.
๐ Benefits
- Medical, Dental, Vision, Life, Short- and Long-Term Disability
- Employee Assistance Program
- Voluntary benefits including accident, hospital indemnity, critical illness, legal aid, and pet insurance
- Company equity via RSUs and 401(k) with up to 4% company match
- 11 days PTO, 7 sick days, 8 holidays; Parental Leave: 14 weeks birthing, 8 weeks non-birthing
- Professional development and career mobility; referral bonuses
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