Insurance Agent chez Credible
Credible · États-Unis d'Amérique · Remote
Who is Credible?
We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance.
We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible.
We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity.
- Develop and maintain a strong understanding of various insurance products, including life, health, property, and casualty insurance.
- Generate leads through cold calling, networking, referrals, and other marketing strategies.
- Meet with clients to assess their insurance needs and recommend appropriate coverage options.
- Prepare and present insurance quotes, proposals, and policy documents to clients.
- Develop and maintain positive relationships with clients, ensuring their satisfaction and retention.
- Collaborate with underwriters, claims adjusters, and other insurance professionals to provide seamless service to clients.
- Stay current on industry trends, regulations, and product updates to provide informed guidance to clients.
- Continuously work towards meeting or exceeding established sales goals and performance metrics.
- High school diploma or equivalent; college degree preferred.
- Valid insurance sales license or the ability to obtain one within a specified timeframe.
- Proven experience in insurance sales, customer service, or a related field.
- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Excellent negotiation, presentation, and problem-solving skills.
- Self-motivated, goal-oriented, and committed to ongoing professional development.
- Proficiency in using computers and various software applications, including CRM systems and Microsoft Office suite.
Credible Insurance: Credible is open to hiring candidates in the following locations: Arizona, Connecticut, New Jersey, New York
Pursuant to state and local pay disclosure requirements, the pay ranges for this role, with final offer amount dependent on education, skills, experience, and location, are listed below. This role is also eligible for an annual discretionary bonus, various benefits, including medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents.
View more details about Credible Benefits
We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance.
We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.
