Property and Casualty Client Advisor jobs in United States
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Careington International Corporation · 2 months ago

Property and Casualty Client Advisor

Careington International Corporation is a solutions-oriented company and a leader in discount health care since 1979. They are seeking a Client Advisor for their Property & Casualty division to consult with customers on their insurance needs and provide tailored solutions. The role involves outbound follow-up, handling inbound calls, and achieving sales goals while working in a hybrid schedule.

DentalHealth CareWellness

Responsibilities

Place outbound calls to prospective individuals and other qualified leads (no cold calling)
Source quotes and policies through active networking and prospecting to generate referrals for P&C insurance products
Efficiently handle a large quantity of inbound sales calls while making outbound calls
Utilize consultative sales practices to provide customized quotes, sell value, overcome objections, and pursue a one-call-one-close outcome where possible
Meet and exceed metric goals for inbound and outbound calls, quotes, sales and others
Manage and track customer requests for follow-up as required
Ensure all phone calls are answered timely, and quotes are completed accurately and delivered as efficiently as possible
Be a licensed Property & Casualty Agent. Learn, understand, and retain specific policy coverage information for multiple carriers across multiple States
Work with team to exceed goals and metrics set forth by management including sales per week, quotes per week, calls per day and per week, handle time, and customer satisfaction
Be an active problem solver to help the organization improve workflows and efficiency of the team

Qualification

Property & Casualty licensePhone Sales ExperienceMicrosoft ExcelConsultative sales practicesImpeccable communication skillsWork ethicGoal-OrientedOrganizational skills

Required

Be a licensed Property & Casualty Agent
Phone Sales Experience
Strong work ethic
Exert a high level of energy, drive, and enthusiasm
Must be a self-motivator with a desire to add value to the day-to-day operations of the department
Commission Driven with quarterly bonus
Goal-Oriented
Flexibility in scheduling
Must be able to accurately retain sales campaign knowledge and apply learned sales tactics
Must have the ability to work independently and with others when appropriate
Impeccable communication skills – both written and verbal
Must have professional phone demeanor and superb listening skills
Must be extremely organized with the ability to effectively manage multiple tasks
Ability to easily adapt to departmental changes
Have a strong desire to meet the department's overall goals
Property & Casualty agent license required
Computer skills and experience with Microsoft Applications. Specifically, Microsoft Excel
Interest and experience in both inbound and outbound sales calls

Preferred

College degree preferred but not required

Benefits

Hourly wage
Additional earnings based on commission
Quarterly bonus

Company

Careington International Corporation

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Careington International Corporation provides discount plans for health, wellness and lifestyle services.