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Insurance Advisor
biBerk Business Insurance. Field inbound calls from small business owners seeking insurance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales and customer engagement within regulated industries, leveraging strong communication skills and a customer-centric approach to effectively address business risks and close sales. Proficient in collaborating with underwriting teams and adapting sales strategies to meet diverse customer needs.
Highest-signal resume keywords
Active P&C Insurance License2 Years Sales ExperienceExcellent Communication SkillsCustomer-Centric ApproachCollaboration with Underwriting Team
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Natural EmpathyPatienceClarityAssertivenessAbility to Overcome Objections
Tools & Technologies
Professional Software Proficiency
Certifications & Qualifications
Active P&C Insurance License
Industry Keywords
Financial ServicesHealthcareRegulated IndustrySales QuotasBusiness Insurance
About the role
Key responsibilities & impact- Field inbound calls from small business owners seeking insurance
- Make outbound calls to leads who applied for business insurance through the website
- Articulate THREE’s benefits to potential customers and close sales
- Educate leads about business risks and how THREE can address them
- Tailor the sales approach to each customer’s needs and motivations
- Challenge misconceptions and overcome objections professionally and confidently
- Collaborate with the Underwriting team to collect documentation for underwriting decisions
- Meet or exceed monthly sales quotas set by Sales Leadership
- Maintain consistent availability for assigned shifts and adhere reliably to the agreed-upon schedule
Requirements
What you’ll need- Active/current P&C insurance license
- 2 years’ experience in sales or an adjacent customer-facing role, preferably in financial services, healthcare, or another regulated industry
- Excellent communication skills characterized by clarity and assertiveness
- Natural empathy and patience to translate complex concepts for clearer customer understanding
- Ability to act with a sense of urgency and maintain focus in a production-based environment
- Drive to quickly absorb new technical information and incorporate constructive feedback
- Experience and comfort using software in a professional environment
Benefits
Comp & perks- Medical (PPO/HDHP), vision, disability, and life insurance
- Enhanced dental plan with orthodontia coverage in addition to a standard plan
- Generous PTO plan for all benefit-time eligible employees
- Paid company holidays and 4 floating holidays
- Paid parental leave
- Employee Retirement Savings Plan/401(k) with company match and immediate vesting
- Education Assistance Program offering 100% upfront tuition reimbursement after 6 months of service for approved degree programs
- Service Recognition Program providing a monetary award toward a vacation every 5 years of employment
- Wellness Initiatives including Fitness Center and Weight Watchers Reimbursement programs
- Voluntary accident, critical illness, and hospital indemnity benefits
- Employee discount and rewards program on travel, tickets, electronics, home, and more
- Commission and/or incentive pay potential