Inside Sales

Position Summary:What isanInsuranceAdvisor?  

• InsuranceAdvisor is the title we use here in our Charlotte Sales and Technology hub. We are licensed Insurance Agents.

• Under close supervision, closes targeted number of sales from leads,prospectsand policyholders to achieve auto, property, and specialty sales targets in a sales center environment.

• As a top 20 Insurance Broker you will have access to multiple carriers to provide yourprospects with the bestcoveragesat the best pricing. 

This is a base pay plus commission compensation structure! 

Principal Responsibilities:

• Handle inbound callsand make outbound callstoleads, consult with customers on their insurance needs and match the correct coverages,productsand benefits to convert leads into customers.We provide all of your leads.

• Assesses customer’s insurance needs and suggest/advise products andcoverage’sbased on a need/exposure assessment. Conducts need/exposure assessmentsinvolvesinterviewing prospective clients to obtain data about their financial resources and needs, the physical condition of their person or property to be insured, claims history and coveragegaps..

• Finalizes the sale, coordinates collection of deposits,arranges forbinders and certificates, and briefs the service team on the policy sale.

• Maintains a concern for accuracy,timelinessand completion when interacting with current and prospective clients.

• Maintains understanding and knowledge of insurance and underwriting criteria for insurance company partners represented by the firm to effectively communicatetoall involved.

Knowledge, Skills, and Abilities:

• Comfortable making calls and talking to people on the phone all day 

• Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers

• Persuasive and goal-oriented

• Possesses an energetic, outgoing, and friendly demeanor

• Eager to expand company withnew sales

• Self-motivated and self-directed

• Able to multitask, prioritize, and manage time efficiently

• Tenacity to handle rejection andcontinue onwith a positive attitude when reaching next potential client

• Knowledge of sales process from initiation to close

• Previousexperience in outbound call center, inside sales experience, or related sales experience preferred but willing to talk with outgoing people

• Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred

• We will take care of alllicensingand you will be paid for all studying and taking a40 houronline course all about property and casualty insurance – There is a test at the end ofthe  processto earn your P&C license

• This isa basepay ($41,600) plus commission.  

• This is not a remote position. Our Address is7910 Microsoft Way Charlotte, NC 28277

• Must be available to workMonday-Friday 8-5and one Saturday per month 9-1. 

#LI-KL1

IND1