Note: The job is a remote job and is open to candidates in USA. California Casualty is a family-owned property and casualty insurer providing personal lines home and auto insurance to affinity groups. The Insurance Sales Representative drives new business by engaging prospective customers, assessing insurance needs, recommending coverage solutions, issuing policies, and expanding customer relationships. The role also services existing accounts, resolves customer concerns, maintains policy data, and supports team training and mentoring.
Responsibilities
- Sales: Takes calls from prospective customers; quotes and issues new auto and homeowner insurance policies. Counsels prospective customers and performs needs analyses to recommend the appropriate coverages. Responds to and follows up with underwriting requests to complete sales applications in a timely manner
- Customer Service: Services existing customers for general maintenance of all insurance policies including but not limited to: risk assessment, loss analysis, coverage review, and endorsement analysis. Answers product and service questions; suggests features and benefits about other products and services. Resolves complex billing situations
- Database Administration: Enters transactions, data or other information utilizing multiple computer systems. Completes all necessary paperwork and documentation (i.e. customer comments, and follow-up action required) in order to ensure customer accounts correctly reflect the activity that was performed
- Troubleshooting: Clarifies customer complaints; determines the cause of the problem; selects and explains the best solution to solve the problem and expedites corrections or adjustments; follows-up to ensure resolution
- Mentor/Coach: Assists in the development of others; assists management with training; acts as a resource on subject matter, training and mentoring other team members
- Other duties as required: Job may require fulfilling other incidental or related duties as assigned, assisting and training others, and performing duties of higher rated positions from time to time for developmental purposes
Skills
- High School Diploma or Equivalent
- Must have at least one year's experience in business related field
- Must have excellent verbal communication skills to develop and maintain collaborative relationships with work groups and potential customers
- Must be able to obtain and maintain all required insurance sales licenses, including a resident license in their home state and non-resident licenses in Arizona, California, Colorado, Idaho, Kansas, Oregon, and Wyoming
- Hours scheduled will fall within this department's operational hours 8:00 – 8:00pm MT Monday thru Friday, with rotating Saturday shifts 10:00 – 2:30 MT
- Previous sales experience preferred but not required
- Preferred hiring/work states include Arizona, Colorado, Florida, Idaho, Kansas, Missouri, and Texas
Benefits
- A shift differential is offered for shifts worked after 5:00 PM
- Additional performance-based incentives may apply above and beyond base compensation, including eligibility in a monthly bonus plan
- A full range of medical, financial, and other benefits
- Eligibility for the company’s performance sharing plan
- Paid time off including holidays, vacation, sick, and personal holidays
Company Overview