Advisor, UCTS

This is a fully remote position, open to applicants in United States.

📋 Description

• Receive sales leads, assess the necessary policy type, and provide accurate business quotes (NO COLD CALLING)

• Employ Salesforce to monitor and manage new sales leads and performance metrics

• Engage in proactive and thorough follow-up with clients

• Adhere to underwriting guidelines and carrier standard operating procedures (SOPs)

• Acquire expertise in various policy types, such as Builders Risk, Landlord (short-term/long-term), commercial property, General Liability, and Flood

• Contribute to growth and enhance Obie’s portfolio of business

• Take part in interviews and a project exercise as a component of the hiring process

⛳️ Requirements

• Valid Property & Casualty License

• Minimum of 2 years of experience in insurance sales (Commercial, E&S, Builders Risk, or personal lines home/auto is highly preferred)

• Experience with Salesforce is preferred

• Capability to generate leads and successfully close business deals

• Highly organized with a keen attention to detail

• Strong inclination and enthusiasm for providing exceptional customer service

• In-depth insurance knowledge and demonstrated sales abilities

• Must complete a project exercise showcasing P&C insurance expertise and effective communication skills

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance coverage

• Flexible paid time off policy

• Retirement savings plan with company matching contributions