What are the responsibilities and job description for the Insurance Agent -Constructive position at Invigorate Finance?
Founded in 2018, Constructive Insurance, LLC is committed to providing innovative insurance solutions for clients who invest in single-family residential properties. As a specialty insurance broker, we see the unique needs customers have when obtaining insurance for their rental properties, we understand that every investor is unique and their insurance should work specifically for them. Our knowledge of single-family rental and fix and flip projects comes not just as an insurer but as a preferred partner to some of the country's largest originators and services of business purpose loans. We are licensed in 50 states which means we are able to help customers no matter where their property is located.
Our company founding came about from the need to help investors protect their investments and to properly access each investor to make sure we are protecting what matters most.
Come join us on our journey to serve our customers and be the leader in our industry! We are currently looking for an I nsurance Agent -Constructive to join our team.
Reporting to the EVP, Constructive Insurance, this position is responsible for achieving individual sales targets as well as meeting agency production requirements through outbound phone calls and other proactive sales activities. The role will work with referral sources or self-generated sales opportunities to fill and maintain a sufficient sales pipeline to quote, sell, and process insurance applications that meet or exceed monthly sales goals. The Insurance Agent will be expected to issue profitable new business to achieve maximum growth, compliance, and profitability standards.
What you will do for Constructive Insurance :
- Achieve individual sales targets and agency production requirements through proactive sales initiatives, including outbound phone calls using a dialing system, and employing other proactive sales methods
- Collaborate with referral sources and generate sales opportunities to maintain a robust sales pipeline, ensuring the ability to quote, sell, and process insurance applications, surpassing monthly sales goals while issuing profitable new business.
- Provide exceptional customer service by responding to customer inquiries and referrals, sourced from both lead procurement through Constructive Insurance's mortgage servicing portfolio and self-sourced referring partners.
- Conduct comprehensive interviews with insurance prospects to analyze household data, ascertain customer coverage objectives, advise customers on policy and coverage options, and gather all necessary information.
- Maintain an in-depth understanding of insurance underwriting guidelines, policies, procedures, and regulatory requirements, adhering to the highest professional ethics and complying with all Department of Insurance compliance policies and requirements.
- Stay informed about industry trends, market conditions, and competitors to identify business opportunities, continually learn about new insurance programs and product / guideline updates, and participate in training sessions and workshops to enhance product knowledge, sales skills, and compliance with insurance regulations.
- Coordinate with underwriters and other internal stakeholders to expedite policy issuance, endorsements, and amendments for clients, and process requests for policy endorsements and amendments as requested.
- Document and maintain accurate and up-to-date client records, sales activities, and communication logs within the company's CRM system, while effectively utilizing the lead management system to track and manage leads provided on a daily basis.
- Develop domain knowledge of Fay's business to include an understanding of organizational objectives
- Maintain broad influence through ongoing development of relationships across the organization.
- Ensure compliance with Fay's policies, processes, and practices. Successfully complete all department and company-required training
- Model Fay's Values, Operating Principles, ethical standards, professionalism, and code of conduct
- Perform other duties and responsibilities as assigned
What you will bring to Constructive Insurance :
Equity and Inclusion are embedded into our way of working at Fay. We believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected and included and is presented with equal opportunities to be successful here at Fay. We are proud to be an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information go to www.dhs.gov / E-Verify. E-Verify is a registered trademark of the U.S. Department of Homeland Security.
