AutoPayPlus · 1 month ago
P&C Insurance Sales Representative
Orlando, FL
Full-time
Onsite
Entry Level
1+ years expAutoPayPlus is a leader in personalized financial management services, dedicated to making a real difference in people’s financial lives. The P&C Insurance Sales Representative is responsible for selling auto and property insurance products to new and existing members while ensuring compliance with Florida insurance regulations and delivering exceptional customer service.
AutomotiveCreditFinancial ServicesLendingPayments
Responsibilities
Conduct outbound and inbound calls to sell auto and property insurance products
Provide accurate quotes, explain coverage options, and recommend solutions based on customer needs
Follow AutoPayPlus scripts, compliance standards, and call flow expectations
Convert warm leads generated from internal departments and New Prospects (New Enrollments, Retention, Partnerships)
Conquest Calls (Cold Leads)
Retention of existing Members
Meet or exceed daily, weekly, and monthly sales targets
Build rapport quickly to gather information, address objections, and confidently close the sale
Ensure transparent communication regarding policy terms, coverage limits, and pricing
Maintain high customer satisfaction scores and positive member experience
Maintain active 2-20 license in good standing
Follow all state regulatory requirements, internal quality guidelines, and documentation protocols
Accurately input all member information into the CRM and carrier platforms
Partner with Marketing, Member Support, and New Enrollments to optimize lead flow
Participate in team meetings, coaching sessions, and ongoing training
Provide feedback to leadership to help improve scripts, processes, and product offerings
Achieve established KPIs including: Quote-to-close ratio, Revenue per policy, Call quality & compliance scores, Lead conversion, Cross-selling performance
Maintain strong attention to detail, documentation accuracy, and timely follow-up
Qualification
Required
Active 2-20 License (required at time of hire)
1–2 years of sales experience in P&C insurance, call center, or financial services
Strong communication skills with consultative sales ability
Computer proficient: CRM systems, quoting platforms, MS Office
Ability to work in a fast-paced, high-volume environment
Preferred
Prior experience selling auto or home insurance
Bilingual (English/Spanish)
Experience in a FinTech, call center, or insurance agency environment
Benefits
Convenient covered parking
Team-building events
Fully stocked snack table
Company
AutoPayPlus
AutoPayPlus by US Equity Advantage is an industry-leading automated payment concierge that offers consumers flexible payment options matched to their paychecks helping members Avoid late payments, Pay off their loan faster, and Protect their credit.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Steenbergh
Founder and CEO
Donald Retreage, Jr. - CFO/COO/Integrator
Chief Financial Officer
Company data provided by crunchbase