Job Description

Insurance Sales Agent - Texas Residents Only

Job Summary:  

• The Licensed Property & Casualty Insurance Producing Sales Agent for Cedarbrook Insurance Group, a division of Cavco Industries, is responsible for completing online and phone quote requests, making outbound prospect calls, managing a lead funnel, and selling all available personal lines products, with policy sales in 37 states. 
• This is a 100% remote position
• The role offers a starting annual salary of $40,000, with uncapped commissions paid out monthly, and on-target earnings ranging from $65,000 to $90,000+ annually.

Core Responsibilities/duties will include but are not limited to the following:

• Gain working knowledge and understanding of various carriers’ programs and websites necessary to update and produce customer quotes.
• Prepare and process quotes for potential customers, online quote requests, dealers, and lenders and provide support and quotes for Retail Sales agents, as necessary.
• Assist with agent calls and WebQuoter questions, as necessary.
• Complete outbound prospect calls and manage lead funnel required to sell all personal lines products.
• Responsible for monthly quoting activity and sales results.
• Able to maintain an effective sales funnel in CRM system.
• Follow up with customers regarding signed applications, payments and additional documents needed for current and/or future policies as required.
• Review appraisals, specification sheets for value and condition.
• Verify signed applications, confirm, and process payments as required to bind and issue policies.
• Prepare documents for mortgage closings and prepare escrowed premium billing to lienholders.
• Provide routing instructions to ensure all issued policies are delivered to the correct department and scan and tag documents into the document imaging system, as necessary.
• Issue service contracts submitted by Independent Retail agents.
• Any additional duties as assigned by supervisor.

Required job skills:

• High school diploma or equivalent.
• Active Property and Casualty License.
• Minimum of (1) year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience.
• Excellent phone, internet, communication skills and critical thinking ability.
• Good organizational skills with ability to multitask and work independently in a fast-paced environment.

Work Environment and Physical Demand with reasonable accommodations:

• Must be able to remainin a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant basis.
• Frequently required to communicate with co-workers and policy holders with the ability to exchange accurate information, as necessary.
• Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low areas.
• Occasionally required to move and place objects weighing less than or equal to 20 pounds.
• Noise level in the work environment is usually moderate.
• Position may require work based on business needs. The employee must have Wi-Fi connectivity, a smart phone, and a designated work area in their home.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assignedto this classification. They are not to be construedas an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The employer may, at its discretion, modify or adjust the position to meet the company’s changing needs.

Standard Casualty Company is committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

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