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Insurance Sales Agent

companyTruSummit Insurance Solutions, LLC
locationConcord, CA, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

TruSummit Insurance Solutions, LLC is a remote-based Independent Property/Casualty and Life/Health insurance agency. We have implemented systems and assembled a team to produce and service insurance clients without the typical constraints of a brick-and-mortar agency. TruSummit Insurance provides agents remote access to our management system, CRM, rater, phone system, direct carrier appointments as well as surplus and supplemental lines. Operating in: CA, ID, AZ, CO, NV, OR, PA, UT & WA

We are looking for highly motivated Insurance Agents with Property and Casualty licenses to join our team! (Life and Health license is a bonus)

Feel you would be a good fit, apply! You will receive a questionnaire in your email to complete.

Looking For:

  • Currently seeking highly motivated individuals who are driven to succeed.
  • Self-driven to find prospects and referral partners. (No leads provided)
  • Agents must enjoy the satisfaction that comes from helping others protect and secure their financial future, while at the same time securing their own.
  • Personable, great with customers in person, over the phone, via video, and through email.
  • As a TruSummit Insurance team member, you will build and develop customer relationships within the community to promote products including, but not limited to Auto, Home, Commercial, and Life insurance.

This position provides:

  • Hourly pay depending on experience
  • New business Commissions for cross-sold policies (Uncapped)
  • Cloud access to all systems needed to conduct business
  • Training and support over the phone and video screen share webinars as needed

Benefits

Annual Base Salary + Commission

Work from Home

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Dental Insurance

Vision Insurance

Career Growth Opportunities

Responsibilities

Knowledge, Skills, And Abilities:

  • Maintain the retention rate on your book of business
  • Generate additional revenue on the book of business
  • Conduct account reviews
  • Provide outstanding inbound service on claims, billing questions, and endorsements
  • Positive attitude and efficient work ethic
  • Conduct audits on new business files
  • Sell new business for the agency
  • Work to support the marketing and branding team to clients and prospects
  • Other responsibilities as directed by your manager
  • Excellent verbal and written communication skills are mandatory.
  • Active Property, Casualty License.
  • 2 years of experience in the insurance industry is preferred.
  • Ability to pay close attention to detail and accuracy in a fast-paced environment.
  • Able to resolve client issues in a professional, respectful, and friendly manner at all times.
  • Under limited supervision, provides timely and accurate service to clients.
  • Strong computer skills. (Outlook, Word, Excel, agency management software, quoting software)

Core Competencies:

  • Efficiency
  • Honesty/Integrity
  • Organized & Planning
  • Follow-Through
  • Persistence
  • Proactivity
  • Flexibility/Adaptability
  • Calm Under Pressure
  • Enthusiasm
  • Work Ethic
  • Listening Skills
  • Communication
  • Teamwork

Requirements

Required experience:

  • insurance industry: 2 years

Required licenses or certifications:

  • Property and Casualty License

**You will receive a questionnaire to complete in your email prior to scheduling an interview. The assessment must be completed in order to move to an interview.**

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