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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 delivering tailored policy solutions and managing customer relationships effectively. Proficient in translating complex insurance details into clear, actionable choices for clients.
Highest-signal resume keywords
Consultative Account ManagementP&C LicenseCustomer ExperienceActive ListeningAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
EmpathyWarmth
Certifications & Qualifications
P&C License
Industry Keywords
InsuranceInbound CallsCustomer FeedbackPolicy PackagesCoverage GapsCarrier Partners
About the role
Key responsibilities & impact- Handle inbound calls for auto, home, motorcycle, and specialty insurance
- Deliver exceptional, consultative customer experiences
- Uncover customer savings opportunities and coverage gaps
- Translate complex policy details into clear choices
- Craft tailored policy packages across 55+ carrier partners
- Finalize and bind insurance 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 service quality and attention to detail
- P&C license expected within 2 weeks after starting
- Must currently reside in AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA for this full-time hourly role
- Must be legally authorized to work in the U.S.
- Must have or obtain the required P&C licensing for the role
Benefits
Comp & perks- Uncapped commissions
- Fully funded P&C licensing; employer pays 100% of the cost
- Medical, dental, and vision insurance
- 401(k) match
- Remote work from home
- All equipment provided
- Ongoing training
- Active team mentorship
- Flexible scheduling: 5-day, 8-hour schedule or 4-day, 10-hour workweek
- Paid time off
- Paid parental leave
- Wellness benefits
- Equity opportunities / stock options may be included
