Job Description

Job Description

Job Description

We are looking for a dynamic, P&C licensed, hard working agent excited at the opportunity to utilize the latest technologies to serve our customers more quickly and efficiently than ever before. Our agents will be given leads and also have the ability to market themselves in the local communities while maintaining high standards of customer service . You will be wearing many hats while at the same time giving feedback on our technology to enable you to operate even more efficiently.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

• Utilizing Truvos in-house AMS/CRM/comparative rater to reach out to customers and obtain quotes through our various carrier partners
• Create marketing campaigns using our tech to maintain customer relationships
• Develop referral partnerships within the community - especially with lenders, realtors, mortgage brokers and car dealerships
• Provide feedback to tech team on improvements or issues with the platform
• Adhere to all underwriting guidelines and carrier requirements with respect to new business
• Follow up promptly with customers regarding endorsements, policy reviews and renewals
• Cross-sell lines of coverage (auto, home, umbrella, specialty) to existing customers

• A current, valid P&C license in CA
• Excited to use the latest insurance broker technology
• 2-3 years of personal lines sales experience, preferred
• College degree or equivalent work experience, preferred
• Strong ability to communicate effectively with customers, colleagues and carrier partners
• Strong attention to detail and accuracy, especially with carrier requirements
• Ability to turn cold calls warm leads customers
• Willingness to market yourself in the community

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