Licensed P&C Insurance Professional - Sales and Service
Posted 18 days ago
jobtailorSan Antonio (TX)
Insurance Sales AgentsInsurance Agencies and Brokerages
SENIORITY
Junior
About the role
Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels.
Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services.
Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services.
Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
Maintain required Property & Casualty (P&C) licenses and state registrations.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Requirements
High School Diploma or GED equivalent
Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed
1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
Ability to prioritize and multi-task, including navigating through multiple business applications
Core Competencies
Demonstrates expertise in Property and Casualty insurance sales, providing exceptional customer service and support through effective communication and problem-solving. Proficient in navigating multiple systems and applications while maintaining compliance with industry regulations.
Highest-signal resume keywords
Property And Casualty License
Customer Service Experience
Insurance Quoting
Cross-Selling Opportunities
Multi-Tasking
ATS Optimization Keywords
Hard Skills
Insurance Products
Policy Binding
Rating
Underwriting
Contract Provisions
Coverage Provisions
Premium Changes
Issue Diagnosis
Risk Management
Compliance Policies
Soft Skills
Exceptional Service
Engaging Communication
Problem-Solving
Prioritization
Attention To Detail
Certifications & Qualifications
High School Diploma
GED Equivalent
Active Property And Casualty License
Industry Keywords
Personal Lines Insurance
Financial Services
Member Inquiries
Sales Potential
Customer Needs Assessment
Tools & Technologies
Contact Center Systems
Business Applications
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