Customer Service-Sales Insurance- Required Active P&C License

Job Title: Customer Sales & Service Advocate​

Duration: 6+ Months

Location: Columbus, OH 43215

Job Responsibilities:

The primary purpose of this job is to increase the number of agents we have insured in our E&O programs. The primary functions are making outbound calls/emails, responding to inbound requests and working through a consultative sales process with principal insurance agents to move them to a decision to bind coverage with one of our programs. 

CORE JOB DUTIES & RESPONSIBILITIES:

• Outbound marketing to principal insurance agents (email and phone): these activities include creating marketing material, coordinating efforts with our communications team and making direct calls to agents. 
• Consultative selling process: this process requires mid to high level of sales experience, knowledge of insurance policies, understanding of difference agency models and underwriting curiosity. 
• Policy and scenario review: this requires knowledge of insurance policies and analytical skills to compare coverages and policy definitions. 
• Planning, measuring, recording tracking quotes, binds and quote to bind ratio: this requires organization, self-motivation, use of technology, time management skills and analytical skills. 
• Xdate tracking and planning: this requires organization and use of technology. 
• Use of systems and websites: this requires flexibility and agility to work with several different types of systems and websites. 
• Coordinating with others: this requires strong social skills to work with and coordinate efforts with other team members, Performs other duties as assigned. 

REQUIREMENTS:

• Undergraduate degree preferred but not required.
• Licenses: P&C insurance license required at date of hire or within 6 months.
• 2 years in Sales, Customer Service, Underwriting.
• Insurance certifications preferred ongoing education is expected.  
• Writing skills with the audience of principal agents in mind, strong verbal/phone skills, ability to write and use phone scripts.
• Use of basic excel functionality, sales and consultative selling skills, adaptability to prospects.