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P&C Insurance Advisor – License Required
BenefitHub. Help people make informed decisions about insurance solutions addressing their needs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Property & Casualty (P&C) products and effective communication skills to guide clients in making informed insurance decisions. Proficient in managing multiple tasks, including inbound calls, appointment scheduling, and follow-ups to ensure client satisfaction.
Highest-signal resume keywords
Property & Casualty (P&C) Knowledge220 or 20-44 LicenseOutbound Call ManagementClient Communication SkillsMultitasking Ability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance SolutionsCall TrackingPolicy SalesRetention Rate ManagementPre-Underwriting Knowledge
Soft Skills
Proactive OutreachResponsivenessEffective Guidance
Tools & Technologies
Team Performance Scorecard
Certifications & Qualifications
220 License20-44 License
Industry Keywords
InsuranceInbound CallsOutbound CallsClient AppointmentsQuote Requests
About the role
Key responsibilities & impact- Help people make informed decisions about insurance solutions addressing their needs
- Handle inbound calls and preset calendar appointments with prospective clients
- Make a minimum of 30 outbound calls per day using warm, qualified leads
- Proactively contact prospective clients who have requested quotes
- Follow up on requests for information or quotes
- Manage inbound calls, appointments, urgent requests, text messages, and emails
- Track calls made, call duration, new policy sales, and retention rates using the team performance scorecard
Requirements
What you’ll need- This is a US-based position
- Requires either a 220 or 20-44 License
- Comprehensive understanding of Property & Casualty (P&C) products, carriers, and pre-underwriting knowledge
- Highly responsive and proactive skills in handling inbound calls and appointments
- Ability to effectively guide prospective clients in making informed decisions about their insurance needs
- Proactive and assertive outreach to prospective clients who have requested quotes
- Strong communication and responsiveness in following up on requests for information or quotes
- Proven ability to multitask effectively, managing inbound calls, scheduling appointments, responding to urgent requests, handling text messages, and managing emails efficiently
- Minimum of 30 outbound calls per day
Benefits
Comp & perks- Six-figure earning potential
- Highly competitive sales environment with pre-qualified leads
- Inbound calls and preset calendar appointments with prospective clients from Fortune 500 companies
- A support system designed to help you succeed in maximizing your earnings
- Transparent team performance scorecard to track calls made, call duration, new policy sales, and retention rates
- Medical and Dental (Employer paid 75% of monthly contributions)
- Telehealth (Employer paid 100%)
- Vision Insurance (Employer paid 100% of monthly contributions)
- Domestic Partner Coverage for all insurance plans
- 100% employer-paid Life Insurance
- 401(K) retirement plan options (including employer contribution)
- Generous Paid Time Off (PTO)
- Generous Sick Time Off (STO) Program
- Generous Paid Paternity and Maternity Leave Policies
- 11 Holidays (Including office closed day after Thanksgiving)
- Flexible work schedules
- Flexible Spending Account program
- Voluntary Benefit Programs (STD, LTD, Life Insurance, Accident, Cancer)