What are the responsibilities and job description for the Insurance Client Advisor position at Covered Insurance Solutions?
Role: Insurance Client Advisor
Base Pay Midpoint: $23.00/hour, Non-Exempt
Location: Westlake, CA / Remote (depending on your location)
Who Is Covered?
At Covered, we are focused on making insurance easy to understand and painless to purchase. We combine intuitive technology with a human touch to help consumers quote, compare, and purchase multiple insurance products in minutes. By partnering with lenders, financial institutions, and fintech companies, we deliver our personalized embedded insurance marketplace to their customers.
What Is Covered?
The best-in-class B2B2C embedded insurance marketplace built specifically for fintechs. We combine award-winning digital insurance experiences, innovative technology, and industry-leading compliance programs to help our partners build a fully digital insurance experience using our APIs, pre-built UI components, and full-service licensed stack.
About This Role
As an Insurance Client Advisor at Covered, you’ll identify and articulate how Covered can unlock significant value for customers and carriers and truly transform the technology that powers the home insurance process.
Yep, We Have Benefits!
At Covered, our cultural DNA is our brand! This position includes a competitive benefits package to include an extraordinary culture, medical, dental, vision, FSA, HSA, AD&D, Life Insurance, STD, LTD, 401(k), casual time off, and 11 paid holidays.
About You And Your Experience
- A current Property & Casualty license
- Insurance sales experience with a proven track record of sales skills and abilities in a hybrid office sales environment.
- Passion for providing a great customer experience
- Ability to work in a dynamic environment, and adapt at mastering new processes and procedures
- Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
- Strong computer skills and aptitude to quickly learn new systems
- Must have a high level of initiative, drive and desire/openness to learn new skills and information
Role Accountabilities Include, But Are Not Limited To:
- Act as a trusted Advisor utilizing a consultative sales approach to sell insurance policies to prospective policy holders by providing rate quotes and coverage information.
- Develop a rapport with the shopper based on trust and integrity.
- Counsel prospects and policyholders on coverage, limits, and help assess their goals and needs in a timely manner.
- Cross-sell other lines of business, and agency specialized products based on assessment of customers needs.
- Utilize active listening and critical thinking skills to quickly analyze and clearly understand a specific request or customer need.
- Close inbound sales from leads for homeowners insurance
- Act as initial contact in addressing customer concerns regarding establishment of policies and new account status.
- Provide prompt, accurate, and friendly customer service
- Act as a broker for top insurance companies.
- Perform to the expectations and goals set by the agency.
Essential Role Requirements (Must be able to be performed with or without reasonable accommodation):
- Work Environment: Westlake, Denver, CO HQ or Remote
- Physical Demands:
- Must be able to sit for extended periods of time
- Possess visual acuity in order to see a computer
- Must possess manual dexterity in order to work on a computer
- Must have command of the English language to effectively communicate
- Must be able to hear clients, partners, and internal staff
- Opportunistic travel as may be required
Disclaimer
This is an outline of the primary responsibilities of this position. As with everything in life, things change. The tasks, accountabilities and/or experience requirements may be changed, added to, removed, amended, deleted and modified at any time by management with, or without prior notice.
We are an equal opportunity employer and do not discriminate on the basis of any protected attribute, protected under applicable law. We make reasonable accommodations for applicants' and employees' religious practices as well as any mental health or physical disability needs. Employment decisions, including hiring decisions, are based on performance experience.
This job description is intended to provide information essential to understanding the scope of this position and the general nature and level of work performed by job holders within this position. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities, or working conditions associated with the position.
We are an equal opportunity employer and we do not discriminate on the basis of any protected attribute, protected under applicable law. We make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Job Type: Full-time
Pay: $22.00 - $24.00 per hour
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Supplemental Pay:
- Bonus opportunities
License/Certification:
- Property & Casualty License (Required)
Work Location: Hybrid remote in Thousand Oaks, CA 91362
Salary : $22 - $24