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crm sales property & casualty homeowners insurance auto insurance📋 Description
- Connect with customers via phone, email, and text to understand needs
- Recommend tailored homeowners coverage from multiple carriers
- Work with qualified leads to maximize sales opportunities
- Follow up with prospects to move them through the funnel
- Collaborate with underwriters and customer service for a smooth experience
- Maintain accurate records with CRM tools
🎯 Requirements
- 1+ years of insurance sales in a fast-paced brokerage
- Active Property & Casualty license
- Experience selling with multiple carriers across multiple states
- Strong communication and interpersonal skills to build rapport
- Strong negotiation and closing skills
- Experience using CRM platforms and sales tools
🎁 Benefits
- Medical, Dental, Vision, Life, and Disability coverage
- Employee Assistance Program
- 401(k) with up to 4% company match
- RSU equity program
- PTO, sick days, holidays, and paid parental leave
- Professional development and career mobility, plus referral bonuses
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