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.
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