Inside Insurance Sales Agent (copy)
- Compensation
- $65K–$90K / yr
- Location
- Wake Forest, NC, USA
- Work setup
- Onsite
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- Not specified
- Category
- Sales
- Posted
Must have
- Active Property and Casualty insurance license, or willingness to obtain the appropriate license before selling insurance.
- Strong communication and relationship-building skills.
- Comfort initiating conversations with current customers and recommending additional protection.
- Ability to ask thoughtful questions, listen carefully, and explain coverage clearly.
- Sales-minded approach with a focus on customer needs.
- Strong organization and consistent follow-through.
- Ability to use quoting platforms, customer management systems, phone, email, and text.
- Dependability, attention to detail, and a commitment to accurate documentation.
- Willingness to receive coaching and be accountable for activity and results.
- Ability to work independently and collaborate with the agency team.
Full description
Job Description
Brandon Reece Agency is seeking a personable, motivated Inside Sales Insurance Producer to work primarily with our existing customers.
This role focuses on building relationships, reviewing coverage, and identifying opportunities to help customers protect more of what matters to them. You will reach out to current customers, understand changes in their lives, and recommend additional policies or coverage when appropriate.
The ideal candidate enjoys meaningful conversations, asks thoughtful questions, and is comfortable turning coverage reviews into sales opportunities.
Benefits
- Work from Home
- Health Insurance
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
- Retirement Plan
- Paid Time Off (PTO)
Responsibilities
Proactively contact existing customers to review their insurance needs and current coverage.
Conduct policy reviews at renewal and when customers experience changes in their household, vehicles, property, or other insurance needs.
Identify opportunities to add policies such as home, auto, renters, umbrella, motorcycle, boat, and landlord insurance.
Discuss life insurance needs and assist or coordinate with an appropriately licensed team member.
Ask questions to uncover coverage gaps and explain available protection in clear, everyday language.
Prepare quotes, explain recommendations, address questions, and ask for the sale.
Follow up consistently on recommendations and outstanding quotes.
Help customers understand bundling opportunities and available discounts.
Maintain accurate customer notes and follow-up tasks in agency systems.
Meet established sales goals and activity expectations for customer outreach, conversations, quotes, and follow-up.
Coordinate with the service team to address customer needs and ensure a smooth experience.
Follow agency procedures and carrier underwriting guidelines.
Participate in training, coaching, call reviews, and team meetings.
Requirements
Active Property and Casualty insurance license, or willingness to obtain the appropriate license before selling insurance.
Strong communication and relationship-building skills.
Comfort initiating conversations with current customers and recommending additional protection.
Ability to ask thoughtful questions, listen carefully, and explain coverage clearly.