Insurance Telemarketing

We are a full service insurance agency offering clients a wide range of options with personalized services. Our agents are thoughtful, engaging and have well rounded insurance knowledge to provide clients an exceptional experience.

In order to sell insurance, agents must obtain a license from the state in which they operate. This requires completing pre-licensing coursework and passing a state-sanctioned exam.

Responsibilities:

Sales prospect pipeline development through multiple sources to include in person, phone, public speaking and professional networks
Actively lead generate in agency approved community activities including community events, networking and agency hosted events, Quarterly, Monthly and/or Weekly
Follow up, manage and organize all leads (*Video, Face to Face, Phone, Email and/or Text) through company AMS and CRM dashboard
Maintain account/prospect in AMS as outlined in agency sales handbook
Assists Customer Service Manager in completing new account documentation including: new business paperwork, signed applications, completed agency documents
Enhance agency reputation through ownership of requests and exploring value add opportunities for clients and team
Seeks out continuing education from multiple sources
Additional responsibilities and tasks as needed and assigned

Requirements:

Willing to obtain P&C and Life & Health License
Familiar with sales software
Proficient with Microsoft Word and Outlook
Articulate and professional communication skills in person, phone and written
Professional appearance and wardrobe
Sales traits: self-starter, driven, confident, energetic, enthusiastic with a sense of humor and manages rejection well
Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

Benefits & Perks

Flexible schedule
Access to insurance industry experts for mentoring
Qualified leads

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