CONSTRUCTIVE INSURANCE, LLC · 1 day ago
Commercial Insurance Agent
United States
Full-time
Remote
Entry Level
2+ years exp
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Responsibilities
Achieve individual sales targets and agency production requirements through proactive sales initiatives, including outbound phone calls using a dialing system, and employing other proactive sales methods
Collaborate with referral sources and generate sales opportunities to maintain a robust sales pipeline, ensuring ability to quote, sell, and process insurance applications, surpassing monthly sales goals while issuing profitable new business
Provide exceptional customer service by responding to customer inquiries and referrals, sourced from both lead procurement through Constructive Insurance's mortgage servicing portfolio and self-sourced referring partners
Conduct comprehensive interviews with insurance prospects to analyze household data, ascertain customer coverage objectives, advise customers on policy and coverage options, and gather all necessary information
Maintain an in-depth understanding of insurance underwriting guidelines, policies, procedures, and regulatory requirements, adhering to the highest professional ethics and complying with all Department of Insurance compliance policies and requirements
Stay informed about industry trends, market conditions, and competitors to identify business opportunities, continually learn about new insurance programs and product/guideline updates and participate in training sessions and workshops to enhance product knowledge, sales skills, and compliance with insurance regulations
Coordinate with underwriters and other internal stakeholders to expedite policy issuance, endorsements, and amendments for clients, and process requests for policy endorsements and amendments as requested
Document and maintain accurate and up-to-date client records, sales activities, and communication logs within the company's CRM system, while effectively utilizing the lead management system to track and manage leads provided on a daily basis
Develop domain knowledge of Fay’s business to include an understanding of organizational objectives
Maintain broad influence through ongoing development of relationships across the organization
Ensure compliance with Fay’s policies, processes, and practices. Successfully completed all department and company-required training.
Model Fay’s Values, Operating Principles, ethical standards, professionalism, and code of conduct
Perform other duties and responsibilities as assigned
Qualification
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Required
Bachelor’s degree in business or related field (or equivalent combination of years of experience with High School diploma/GED)
Must possess an active General Lines Property & Casualty Producer License to sell commercial insurance in the home state, with a willingness to acquire additional state licenses as needed
2+ years of relevant sales experience
Previous experience in mortgage, servicing, or financial services industry
2+ years of outbound call center experience in Customer Service
Knowledge of business structures like LLC, LP, SP, and others
Knowledge of state-specific insurance requirements
Strong verbal and written communication skills
Customer service focused with strong interpersonal skills
Collaborative work style; high team-orientation
Open to change; agile; high learning agility
Strong analytical skills coupled with sound judgment
Strong problem-solving abilities with the ability to analyze and interpret data to identify opportunities and propose solutions
Strong project management skills
Strong attention to detail; strong compliance orientation; high quality of work product
Ability to prioritize; effective time management
Self-directed; ability to proactively ask questions and surface issues/ concerns
Professional maturity, integrity, ability to maintain confidential data and information
Strong business acumen; strong fiscal and technical aptitude
Strong skills in MS Word, Excel, and PowerPoint
Preferred
2+ years’ experience in Insurance Sales
Encompass experience or similar software
An active network of investor customers/ brokers
Company
CONSTRUCTIVE INSURANCE, LLC
CONSTRUCTIVE INSURANCE, LLC is a company that provides real estate investment insurance based out of 425 S Financial Pl.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
