Title:
Insurance Sales Agent Job Status:
Full Time/Hourly
Department:
HomeFirst Reports to: Manager
Work Schedule:
Flexible Amount of Travel Required: 0%
POSITION SUMMARY:
Insurance Sales Agents are responsible for making daily outbound sales
calls and answering inbound sales calls in order to offer HomeFirst
insurance quotes to prospective new customers.
ESSENTIAL FUNCTIONS:
-
Perform outbound call prospecting; contacting potential customers,
identifying needs, assuring qualification and closing sales.
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Answer calls, prepare and underwrite quotes generated from incoming
sales calls.
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Maintain follow up bucket in an effort to continue to drive the
sales process and closeout completed sales.
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Underwrite policies with a fair and objective process that protects
the company and provides correct and adequate coverage for our
customers.
-
Gather and maintain records, files and additional underwriting
exhibits such as pictures and appraisals.
-
Prepare and email quotes from potential customers requesting quotes
via HomeFirst Agency website.
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Help prepare and maintain marketing materials for various sales and
mailing campaigns.
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Communicate with Vanderbilt and other outside lenders to facilitate
processes after the sale.
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Perform other duties as assigned.
BENEFITS:
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401(K) includes 100% company match of the first 4%
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Medical and Dental Plan with Prescription Coverage and Vision
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Paid Time Off and holidays
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Tuition Assistance
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Wellness Programs and On-site workout facility
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On-site restaurant
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BONUSES!!!
QUALIFICATIONS:
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High School Diploma or GED required. Some college or insurance
training would be helpful.
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Must have a current TN Property & Casualty Insurance
License. Life licensing is a plus. This includes
attending required time at Insurance School and passing the state
exam. Continued education is also required.
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Must possess the ability to clearly communicate with customers,
peers and superiors alike, explaining complex concepts and
addressing numerous concerns from potential clients.
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An Agent must be able to manage many tasks simultaneously, be an
expert time manager, self-sufficient and able to work with minimal
to no supervision.
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Outbound sales, cold-calling and telephone prospecting skills are
bolstered by clear speaking ability, creative conversation,
empathetic and active listening skills and deductive/investigative
reasoning abilities.
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An Agent is expected to complete underwriting on policies that are
going to be issued. This requires insightful thinking and deductive
reasoning abilities.
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Flexible and adaptive to change. An Agent must be able to
anticipate potential problems and develop solutions rapidly.
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Possess organization and follow-up skills.
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AS400, Excel, Word and Link experience a plus.
