Personal Risk Advisor- Effective Coverage

Effective Coverage provides the multi-family housing industry with the tools to succeed in meeting their Tenant Risk Management initiatives. From satisfying the insurance needs of residential tenants, to protecting property owners with comprehensive risk management solutions, we are designed to be a leader in the industry. This position is demonstrated by our state-of-the-art insurance management system that affords residents exceptional coverage at a great price, and property owners the peace of mind that their residents are protected in the event of a loss. The firm was founded with great respect for the value that experience brings to business. On average, our principals possess over 15 years of experience in the insurance industry. Our experience has allowed us to deliver best practices with a high level of individualization.

Job Description

Effective Coverage is hiring! We are looking for both entry level and experienced Insurance Sales Agents. We offer paid training and an innovative compensation program in addition to a generous base salary.

The ideal candidate is fun-loving, hard-working, and loves to help people. This is a fantastic opportunity to get involved from the ground up at a rapidly growing enterprise business.

Effective Coverage manages the insurance requirements for national apartment owners. As an Insurance Sales Agent you will speak to residents of these apartments through multiple channels, including phone, email, and chat. You will be given warm leads (no cold-calling!) and plenty of opportunities to cross-sell. You will be offered a generous base pay plus commission on additional policies sold.

We are looking for the best of the best and fully believe in promoting from within. We are looking for licensed sales agents, but willing to train the right candidate.

Effective Coverage:

Effective Coverage partners with the nation's largest operators and insurers of single- and multi-family apartment portfolios and manages their renters' insurance compliance programs. Effective Coverage is our parent company which provides insurance agency services.

LeaseTrack is a subsidiary of Effective Coverage, created for clients looking for a Saas solution. These two brands work together to meet the needs of residents and real estate owners and operators who have a vested interest in minimizing the risk of resident-caused claims.

The uniqueness of our team is driven by our group's diversity. We each bring our own story which creates a very special environment for creativity, fun, strategy, and success.

Your Duties:

• Provide a top-notch, exceptional customer service experience from beginning to end

• Offer expert policy recommendations to generate sales

• Cross-sell, develop, and close sales opportunities

• First-call resolution: Properly address the customer's need the first time they call by being thorough, and eliminating the need for a call-back

• Create, send, and edit new insurance applications to customers

• Meet and exceed Key Performance Indicators (KPls) and service level agreements (SLAs) in your daily work

• Collaborate with other operations teams to ensure first-call resolution and a seamless customer experience

• Schedule follow-ups on outstanding requirements for customers

Requirements:

• Property and Casualty License

• 3 years experience in selling insurance

• Strong written and verbal communication skills

• Strong interpersonal skills

• Background in financial services or insurance a plus

• Fluency in Spanish a plus

Perks:

• Competitive compensation; available Health and Dental Insurance, Health Savings Account, and Simple IRA plan

• A great atmosphere with a positive workplace culture

• Flexible PTO and Time Off

• Opportunities for paid training, mentorship, and coaching from leadership

• Inclusive workplace culture

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