
Boat Insurance Advisor
Posted Jul 30

Posted Jul 30
This is a fully remote position, open to applicants in United States.
β’ Accountable for generating new business opportunities with potential clients
β’ Establish and nurture strong, positive relationships with both prospects and existing customers
β’ Collaborate closely with referral sources to create insurance solutions
β’ Assess customer needs and suggest effective risk management strategies
β’ Keep records of production pipeline in CRM systems
β’ Generate and process new leads within the CRM system
β’ Leverage dashboards and reporting tools to present progress metrics
β’ Engage in campaigns through the CRM system as directed by the marketing team
β’ Continuously enhance job knowledge through sales development training
β’ Background in insurance or marine industry roles
β’ Valid Resident Property & Casualty agent license is mandatory
β’ Familiarity and experience with Applied EPIC and CRM systems
β’ Proactive, well-organized, and results-oriented
β’ Exceptional written and verbal communication skills
β’ Strong listening, negotiation, and presentation capabilities
β’ Remote work options available
β’ Opportunities for professional development
Kemboi Financial Agency
Kemboi Financial Agency
Kemboi Financial Agency
Kemboi Financial Agency
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