Personal Lines Insurance Advisor Trainee - Base Salary
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Overview
Job Description
Position Summary:What isanInsuranceAdvisor?
InsuranceAdvisor is the title we use here in our Charlotte Sales and Technology hub. We are licensed Insurance Agents.
Under close supervision, closes targeted number of sales from leads,prospectsand policyholders to achieve auto, property, and specialty sales targets in a sales center environment.
As a top 20 Insurance Broker you will have access to multiple carriers to provide yourprospects with the bestcoveragesat the best pricing.
This is a base pay plus commission compensation structure!
Principal Responsibilities:
Handle inbound callsand make outbound callstoleads, consult with customers on their insurance needs and match the correct coverages,productsand benefits to convert leads into customers.We provide all of your leads.
Assesses customer’s insurance needs and suggest/advise products andcoverage’sbased on a need/exposure assessment. Conducts need/exposure assessmentsinvolvesinterviewing prospective clients to obtain data about their financial resources and needs, the physical condition of their person or property to be insured, claims history and coveragegaps..
Finalizes the sale, coordinates collection of deposits,arranges forbinders and certificates, and briefs the service team on the policy sale.
Maintains a concern for accuracy,timelinessand completion when interacting with current and prospective clients.
Maintains understanding and knowledge of insurance and underwriting criteria for insurance company partners represented by the firm to effectively communicatetoall involved.
Knowledge, Skills, and Abilities:
Comfortable making calls and talking to people on the phone all day
Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers
Persuasive and goal-oriented
Possesses an energetic, outgoing, and friendly demeanor
Eager to expand company withnew sales
Self-motivated and self-directed
Able to multitask, prioritize, and manage time efficiently
Tenacity to handle rejection andcontinue onwith a positive attitude when reaching next potential client
Knowledge of sales process from initiation to close
Previousexperience in outbound call center, inside sales experience, or related sales experience preferred but willing to talk with outgoing people
Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred
We will take care of alllicensingand you will be paid for all studying and taking a40 houronline course all about property and casualty insurance – There is a test at the end ofthe processto earn your P&C license
This isa basepay ($41,600) plus commission.
This is not a remote position. Our Address is7910 Microsoft Way Charlotte, NC 28277
Must be available to workMonday-Friday 8-5and one Saturday per month 9-1.
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IMPORTANT NOTICE:
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
- BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.