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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative customer service and sales within the insurance industry, with a focus on educating clients about policy options and identifying coverage gaps. Proficient in crafting tailored insurance packages and delivering exceptional customer experiences.
Highest-signal resume keywords
Consultative Account ManagementInsurance Sales ExperienceP&C LicenseCustomer EducationActive Listening Skills
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 Coverage KnowledgePolicy Package CraftingSavings IdentificationInbound Call HandlingAttention to Detail
Soft Skills
EmpathyWarmthCustomer Experience FocusTransparencyTime Management
Certifications & Qualifications
P&C License
Industry Keywords
Auto InsuranceHome InsuranceMotorcycle InsuranceSpecialty InsuranceCarrier Partners
About the role
Key responsibilities & impact- Handle inbound calls for auto, home, motorcycle, and specialty insurance
- Deliver an exceptional, consultative customer experience
- Match customers with suitable coverage from Jerry’s 55+ carrier partners
- Educate customers and translate complex policy details into clear choices
- Identify potential savings and coverage gaps
- Craft tailored policy packages and finalize coverage
- Address customer hesitation and concerns transparently
- Share customer feedback with the product team to improve the app and services
Requirements
What you’ll need- 2+ years of experience in sales, consultative account management, or high-touch service environments
- Genuine empathy, warmth, and active listening skills
- Ability to manage competing priorities while maintaining high service standards and attention to detail
- Ability to handle inbound calls for auto, home, motorcycle, and specialty insurance
- Ability to educate customers on policy details and identify savings or coverage gaps
- Ability to craft tailored policy packages across 55+ carrier partners and finalize coverage
- P&C license expected within 2 weeks after starting; the company funds the licensing cost
- Must currently reside in Arizona, Florida, Georgia, Nevada, New York, North Carolina, Tennessee, Texas, Utah, or Virginia for this full-time hourly role
- Legally authorized to work in the U.S.
- Must not require visa sponsorship, based on the application question
Benefits
Comp & perks- Uncapped commissions
- Fully funded P&C licensing; employer pays 100% of the cost
- Medical, dental, and vision insurance
- 401(k) match
- Paid time off
- Paid parental leave
- Wellness benefits
- Equity opportunities/stock options may be available
- Work from home
- All equipment provided
- Ongoing training
- Active team mentorship
- Flexible scheduling: 5-day, 8-hour schedule or 4-day, 10-hour workweek
