Insurance Advisor responsible for advising clients on coverage and managing their onboarding. Engage with clients through multiple channels to deliver exceptional service and establish trusted relationships.
About the role
- Insurance Agent providing insurance guidance and support to clients for Entrata's insurance products. Engaging in a fast-paced environment to build strong client relationships and develop tailored solutions.
Responsibilities
- Develop and maintain strong relationships with policyholders in a fast-paced sales environment.
- Take incoming lead calls to address customer needs with tailored solutions.
- Stay informed about company insurance products, updating knowledge regularly.
- Obtain and maintain Property & Casualty and Life insurance licenses.
- Respond to customer inquiries via phone, email, and chat.
- Assist with policy updates, renewals, and claims inquiries.
- Maintain accurate records of customer interactions and policy updates.
- Follow established procedures and guidelines for compliance.
- Collaborate with internal teams to resolve complex issues.
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 computer applications, including Microsoft Office.
- Exceptional analytical and problem-solving abilities.
- Ability to work independently and in a team environment.
- Attention to detail and strong organizational skills.
Benefits
- Flexible and transparent culture with remote and hybrid work options
- Generous vacation time and frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits.
- HSA/FSA options and employer-paid disability benefits provided.
- Access to 401(k) or similar retirement plans with employer matching.
- Wellness initiatives promoting physical and mental well-being.
- Family-centric leave policies supporting new parents.
- Entrata Cares programs offering opportunities for volunteerism and charity events.
- Exclusive Previ cell phone plan and discounts on services.
- Bi-annual swag drops for employees.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Internship in Reinsurance at Zurich. Involved in support tasks with underwriting's subscription community in Madrid office.
Insurance Resolution Specialist at PANTHERx handling patient pharmacy and medical claims. Verifying claims, processing authorizations, and coordinating with insurance providers in a hybrid role.
Bilingual Licensed Insurance Advisor selling Health & Dental, Travel, and Life Insurance. Handling inbound and outbound sales calls while assisting clients through online channels.
Insurance Professional providing customer service and sales for USAA Property & Casualty products. Candidates will manage member inquiries and keep records for insurance services.
Insurance Analyst analyzing commercial loan coverage according to investor guidelines and assisting borrowers. Maintaining insurance data and reviewing documentation for compliance with investor requirements.
Agent en assurance de dommages des particuliers étudiant chez Beneva. Répondre aux besoins des clients tout en leur fournissant des produits d'assurance appropriés dans un cadre moderne et collaboratif.
Sales Hunter driving new client acquisition and expanding Insurance domain at Brillio. Combining strong sales acumen with deep insurance knowledge to position digital transformation services.
Insurance Specialist delivering customer service and resolving inquiries related to insurance products. Ensuring compliance and maintaining stakeholder relationships while mentoring the team.
Senior Director of Analytics leading the analytics and BI practice at Corebridge Financial. Overseeing scalable BI output, team management, and providing actionable insights in life insurance and annuities.