Corporate Insurance Advisor

Position Description

As a Corporate Insurance Advisor at Comma, you will play an integral role in providing our clients recommendations and advice to ensure that they select the right Property, Casualty, and Life insurance products to protect themselves and their family.

Working with our team, you will be trained to serve our existing clients as well as newly referred clients with incredible service while solving their insurance needs.

Position Responsibilities

• Primarily manages existing internal business opportunities from internal corporate referrals and external branch sales activities.
• Supports a growth-mindset for the Corporate and Branch Agencies by promoting insurance products to new and referral customers.
• Develop and execute marketing strategies for new insurance contracts, including the personal lines of home, umbrella, life, and automotive and customize programs to cover client risks.
• Cultivate prospective business through cold calls, emails, referrals, and networking in addition to the warm referrals you’re guaranteed.
• Serve as a trusted advisor to the Agency Managers and Account Management team members.
• Evaluate client policy assignments to recommend additional coverage that meets ever changing needs while ensuring confidentiality with every client interaction

Knowledge, Skills, and Abilities

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
• 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.

Knowledge -

• High School diploma (or equivalent education experience)
• Previous sales experience preferred (does not have to be within the insurance industry)
• Maintain a valid P&C, and Life Insurance License
• Knowledge of principles and processes for providing customer support services, which includes customer needs assessments and meeting quality standards for various clients.

What We Offer

• Comprehensive onboarding and training
• We will invest in you so that you become licensed in more states!
• Monthly base pay ($40k-50k the first year and growing)
• Benefits package including medical, dental, 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 new 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
30+ days ago