Homesite Insurance · 5 hours ago
Sales Representative - LIC - PDCC
Homesite Insurance is seeking a Sales Representative responsible for quoting and selling insurance policy premiums to incoming sales prospects while providing excellent customer service. The role involves advising prospects on insurance coverage, following up on leads, and servicing existing customer policies.
FinanceInsurance
Responsibilities
Quotes and sells insurance products to new and current customer
Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer
Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history
Explains coverage and payment options to the customer
Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing
Services existing customer policies as required including policy changes when customer service is not available
Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention
Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing
Qualification
Required
Quotes and sells insurance products to new and current customer
Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer
Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history
Explains coverage and payment options to the customer
Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing
Services existing customer policies as required including policy changes when customer service is not available
Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention
Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing
Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees
Familiar with Microsoft Office applications
Excellent written and verbal communication skills
Able to multi-task with speed and accuracy
Organizational and problem solving skills
Must have or prepare to obtain Property and Casualty License within first 2 months of employment
Up to 10% travel
Benefits
Comprehensive medical, dental, vision and wellbeing benefits
Competitive 401(k) contribution
Pension plan
Annual incentive
9 paid holidays
Paid time off program (23 days accrued annually for full-time employees)
Student loan repayment program
Paid-family leave