Note: The job is a remote job and is open to candidates in USA. Independence Pet Group, through PTZ Insurance Agency Ltd., provides pet health insurance and related services. The company is seeking an Insurance Agent - Sales to educate prospective customers, identify their needs, recommend suitable pet insurance coverage, and convert sales opportunities into policyholders while meeting performance and compliance objectives.
Responsibilities
- Actively contributes to solution innovation and sales efforts, utilizing consultative selling techniques to identify customer needs, communicate value, and convert prospective clients into policyholders
- Sales Targets: Meet or exceed monthly, quarterly, and annual sales goals by leveraging inbound & outbound sales opportunities, utilizing effective closing techniques, maximizing conversion rates, and achieving established productivity, quality, and customer satisfaction objectives
- Customer Engagement: Engage with prospective customers to understand their needs, educate them on available pet insurance options, provide clear and accurate information, and recommend appropriate coverage solutions
- Training and Development: Participate in ongoing training, coaching, and professional development activities to enhance sales effectiveness, product knowledge, and understanding of industry trends and best practices
- Compliance & Regulatory Adherence: Maintain a thorough understanding of applicable federal and state insurance regulations, licensing requirements, company policies, and compliance standards. Ensure all required disclosures are communicated accurately and consistently throughout the sales process
- Lead Management & Follow-Up: Consistently manage and follow up on inbound leads and sales opportunities in a timely manner to maximize conversion rates and achieve individual and team performance goals
- Consultative Selling: Utilize effective discovery techniques to uncover customer needs, present tailored insurance solutions, address objections professionally, and guide prospects through the decision-making process
- Documentation & Accuracy: Maintain accurate and timely documentation of customer interactions, sales activities, and policy information within company systems while adhering to recordkeeping requirements, data privacy standards, and quality expectations
- Team Collaboration: Foster a positive and collaborative team environment by sharing best practices, supporting colleagues, participating in team initiatives, and contributing to overall department success
- Performance & Accountability: Demonstrate a strong work ethic, self-motivation, accountability, and a results-driven mindset. Consistently maintain high levels of productivity, professionalism, attendance, and customer satisfaction
- Customer Experience: Deliver exceptional customer service by building trust, establishing rapport, and acting in the best interest of the customer while maintaining ethical sales practices and regulatory compliance
- Continuous Improvement: Actively seek feedback, embrace coaching opportunities, and apply learned skills and best practices to improve sales performance, customer outcomes, and overall effectiveness
- Performs other duties and responsibilities as assigned to support team sales objectives and contribute to a high-performing sales organization
Skills
- Must have and maintain a Property & Casualty License or be willing to obtain one within 45 days of hire—with support and guidance provided by our company to help you secure the license
- 2 years of sales, call center, or relevant experience preferred
- Consultative Sales & Closing Skills
- Customer Focus & Relationship Building
- Regulatory Compliance & Insurance Disclosures
- Communication & Active Listening
- Results-Oriented & Highly Driven
- Teamwork & Collaboration
- Accountability & Professionalism
- Time Management & Organization
- Adaptability & Continuous Learning
- Problem Solving & Critical Thinking
- Customer Retention & Satisfaction
- Attention to Detail & Documentation Accuracy
Benefits
- Healthcare, parental leave, and opportunities for career advancement
- Comprehensive full medical, dental and vision insurance; some offerings are dependent upon the location of where you work
- Basic life insurance at no cost to the employee
- Company-paid short-term and long-term disability
- 12 weeks of 100% paid parental leave
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
- Retirement savings plan
- Personal paid time off
- Paid holidays and company-wide Wellness Day off
- Paid time off to volunteer at nonprofit organizations
- Pet-friendly office environment
- Commuter benefits
- Group pet insurance
- On-the-job training and skills development
- Employee Assistance Program (EAP)
- Support and guidance provided by the company to help secure a Property & Casualty License within 45 days of hire
Company Overview