Trainee Insurance Advisor

The role

The Trainee Insurance Advisor sells auto, home, life and small business insurance at an independent agency representing more than 15 carriers. Remote position. Most of the team is in Rome, but nobody is required to come in. You will need a reliable internet connection and a quiet place to work.

In this role you will

• Close new business and meet monthly premium and policy count goals
• Enter applications and notes in Applied Epic or EZLynx
• Quote auto, home, umbrella and small commercial policies across multiple carriers
• Cross-sell life, umbrella and commercial coverage to existing clients
• Process endorsements, ID cards and certificates of insurance
• Follow up on quotes by phone, text and email until the client decides
• Explain coverage options and deductibles in plain language
• Help clients start claims and follow up with the carrier

You'll need

• 1-2 years of sales or customer service experience
• High school diploma or GED
• Self-motivated. A large share of your income depends on what you write
• Must pass the background check required for licensing
• Organised follow-up on dozens of open quotes
• Comfortable making outbound calls and asking for the sale

Bonus points

• Life and Health licence

Schedule: Monday to Friday, 8:00 AM to 4:30 PM

What you get

• Private health insurance
• Meal vouchers
• Flexible start and finish times
• Remote work allowance
• Training budget

About us

Catastrophe teams deploy adjusters within days of a major storm. Hail season means long days for field adjusters.

We may close the role early, so do not wait too long to apply.

Please include your notice period and salary expectations.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Pineline.