[Remote] Insurance Advisor - Personal Lines
Note: The job is a remote job and is open to candidates in USA. Comma Insurance is dedicated to providing delightful insurance experiences. The Insurance Advisor role involves driving sales through networking, referrals, and delivering exceptional client experiences, while maintaining accurate records and underwriting policies.
Responsibilities
- Cultivate prospective new business contacts through cold calls, emails, referrals, and networking
- Build trust quickly and effectively with prospects over digital channels such as video, phone, email, and SMS
- Empower prospects to make informed insurance decisions by asking insightful questions, ensuring accurate and timely quoting and underwriting, and presenting options with clarity
- Cultivate prospective new business contacts through cold calls, emails, referrals, and networking
- Field underwrite, countersign, respond to underwriter follow-ups on all new policies sold, and ensure proper down payment for any new policies sold
- Retain proper records of all transactions and maintain up-to-date client-specific notes, stored appropriately in Commas system
Skills
- Minimum high school diploma (or equivalent)
- Maintain a valid P&C, and Life Insurance License
- Unlicensed candidates are eligible and licensing sponsorship is available
- Valid Driver's License (or alternate, reliable means of transportation)
- Highly driven and resilient, with strong prospecting skills and confidence in building new relationships
- Organized and disciplined in following a consistent sales process from start to finish
- Use exceptional communication and active listening skills to build trust and deliver a premium client experience across phone, video, email, and SMS
- Ability to explain complex insurance concepts clearly to clients with limited knowledge
- Proficient with multiple internal systems and external carrier platforms; tech-savvy and adaptable
- Previous sales experience is preferred but not required (does not have to be within the insurance industry)
Benefits
- Comprehensive onboarding and training
- Employer Sponsored Benefits (medical, dental, vision, life insurance, PTO, EAP)
- 401K retirement plan with company match
Company Overview