Insurance Sales Specialist - Mortgage Channel
Huntington
Insurance Sales Specialist-Senior
The Insurance Sales Specialist-Senior requires basic technical and personal insurance product knowledge in the daily responsibilities of performing inbound and outbound phone sales using multiple insurance carriers.
Duties and Responsibilities:
- Sell personal insurance products to individuals.
- Inbound and outbound calls to prospective clients.
- Identify prospective customers using established lead methods.
- Counsel and advice prospects on matters of protection and coverage.
- Develop and maintain business relationships with internal and external referral sources.
- Meet goals for volume of quality new business quoted and written within company guidelines.
- Proficient with computers; comparative rater, carrier sites to perform quoting and documentation of actions, as well as internal Systems, MAX, ESS, etc.
- Maintains up to date knowledge of products, services, technology and regulations.
- Interact closely with insurance partners and/or Call Center Bankers to meet customer needs.
- Assignments are regularly monitored and work is screened according to agency standards.
- Requires limited independent decision making and will have moderate supervision from management.
- Perform other duties as assigned.
Basic Qualifications:
- High school diploma or equivalent
- Property & Casualty insurance license
- 1+ years of personal lines insurance product knowledge
Preferred Qualifications:
- The drive to consistently achieve the best sales results and meet high volume deadlines in a call center environment
- A high energy and personable "over the phone" communication style that allows you to be successful in engaging and guiding our customers
- A consistent organizational style and system that allows you to manage a high volume of customers in various stages, from start to finish, including documentation and follow-up
- Experience working with complex products/processes to allow you to easily translate those skills into understanding complex coverage details and underwriting guidelines
- A comfort level working with PC's and Microsoft Office programs, and the flexibility to learn and adapt to new software applications
- Recent experience selling/upselling additional products/services with enthusiasm and desire to provide the optimum experience to your customers is to be evident in your results
Exempt Status: No
Workplace Type: Office
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
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