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Insurance Advisor

Company: Comma Insurance
Location: Sacramento
Posted on: March 20, 2023

Job Description:

Position Description: Insurance Advisors at Comma provide prospect-focused insurance solutions delivered on time, every time, for a growing network of trusted referral partners. They advise as Insurance Agents to provide appropriate product recommendations and knowledgeable advice to help them select the right Property, Casualty, and Life insurance products to protect themselves and their family. Successful candidates for this position will provide incredible service while solving the insurance needs of the people and families they help. In addition to serving prospects referred by the owners of the Comma branch, Insurance Advisors build prospect pipelines through networking, client referrals, and social channels.

Position Responsibilities: Interact with prospects, clients, and colleagues in a proactive, friendly, and professional manner at all times.
Build trust quickly and effectively with prospects over digital channels such as video, phone, email, and SMS.
Effectively equip prospects for their decisions regarding insurance by asking the right questions, doing accurate and timely product research and quoting, and explaining the available options concisely.
Cultivate prospective new business contacts through cold calls, emails, referrals, and networking.
Field underwrite, countersign, and respond to underwriter follow-ups on all new policies sold.
Retain proper records of all transactions and maintain up-to-date client-specific notes, stored appropriately in Commas system. Knowledge, Skills, and Abilities: Knowledge and Education Requirements - At least a high school diploma (or equivalent)
Maintain a valid P&C, and Life Insurance License
Valid Driver's License (or alternate, reliable means of transportation)
A genuine desire to help people
Previous sales experience (does not have to be within the insurance industry)Operates with a high degree of integrityResolves challenges with a winning mindset Skills and Abilities - Proficient technology skills to navigate a variety of internal platforms and more than a dozen external carrier platforms
Strong written and verbal communication skills required establish trust among clients
Ability to prioritize various tasks effectively and own a task or procedure from start to finish
Consistently deliver a client-focused experience using multiple channels such as phone, video, email, and SMS
Understand and be able to explain various types of personal insurance coverage to consumers with little knowledge of how insurance works
Empathetic, active listening skills with the ability to ask appropriate, effective follow up questions
Well-developed, internal drive to win with an innate ability to push through setbacks on the way to victory
Builds new relationships effectively and is confident in prospecting for new business opportunities
Interacts effectively with account managers, producers, and other colleagues to deliver a seamless, professional client experience
Reliably follows a consistent sales process to ensure all prospects receive an adequate level of care and follow up
Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. What We Offer: Comprehensive onboarding and training
Uncapped commission + residuals (est. $65k the first year and growing)
Competitive Benefits package including medical, dental, and vision
401K retirement plan with company match
Career development and advancement opportunities within a growing company
Additional Information: You Should Apply If:
You are looking for a career path which allows you to contribute in a world-class team environment
You enjoy speaking with people and helping them address their insurance needs
You want to work for a growing company that promotes flexibility and work-life balance
You operate with a high degree of personal initiative, and thrive on your ability to resolve challenges
You are able to adapt your work tactics toward proven business processes

Job Advertisement: Comma Insurance was established in 2014 to serve customers with integrity, compassion, and excellence; delivering quality service for our clients, partners, and colleagues. We refuse to be the big-box insurance company, and our clients love us because we take real, tangible steps to put them first. If you are looking to challenge yourself, collaborate with an amazing team, and enjoy helping clients... Apply today and join our winning team! $60,000 - $75,000PI208445442

Keywords: Comma Insurance, Citrus Heights , Insurance Advisor, Other , Sacramento, California

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