Insurance Sales Specialist (In-Office)
On-siteAustin, Texas, United States
Job Summary
Prospect, develop, and follow up on leads via cold calling, referrals, and market development to generate new business. Manage outbound follow-up calls, schedule appointments, and respond to inbound transfers with quotes within 24 hours. Develop and maintain an active pipeline in the CRM system while identifying client needs and matching them with appropriate products from multiple independent carriers. Provide rate quotes and coverage information, maintaining a working relationship with UHCU staff to close inbound sales. Maximize and maintain insurance portfolio growth by applying product and market knowledge to make professional recommendations.
Required Qualifications
- Active Property & Casualty License in the State of Texas
- Ability to build rapport with members to understand needs and match solutions
- Experience working with multiple, independent carriers
- Proficiency in most Texas policy coverages
- Ability to provide prompt, accurate, and friendly customer service on a daily basis
- Effective networking and relationship skills
- Energetic, self-motivated and possess the desire for success and willingness to learn
- Ability to manage a high lead volume in a fast-paced environment
- Professional verbal and written communication skills
- High level of organizational ability
- Minimum 1 year experience in Property, Casualty, Auto, Home, and/or Life insurance sales with successful track record of meeting sales goals/quotas
- Minimum 1 year demonstrated experience with CRM systems
- Must have a license to sell Property and Casualty Insurance in the State of Texas within the first 30 days of employment
Desired Qualifications
- Active license to sell Life and Health Insurance in the state of Texas
- Prior financial institution experience
- Experience with EZLynx
- Experience with navigating independent insurance carrier websites such as Progressive, Travelers, Nation Wide, Liberty Mutual, etc.
- Bilingual English/Spanish
- Associate's or Bachelor's degree in Business or a related field
- 2+ years' clerical, customer service, and/or sales experience
- 1 year sales experience in a financial institution or independent insurance agency
- Experience with Symitar
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