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2 Insurance advisor Jobs in Bothell, WA

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Comma Insurance
Bothell, WA | Full Time
$99k-145k (estimate)
5 Months Ago
Comma Insurance
BOTHELL, WA | Full Time
$81k-114k (estimate)
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Insurance advisor
Comma Insurance Bothell, WA
$99k-145k (estimate)
Full Time | Insurance 5 Months Ago
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Comma Insurance is Hiring an Insurance advisor Near Bothell, WA

Position Description : Insurance Advisors at Comma provide prospect-focused insurance solutions delivered on time, every time, for a growing network of trusted referral partners.

They advise as Insurance Agents to provide appropriate product recommendations and knowledgeable advice to help them select the right Property, Casualty, and Life insurance products to protect themselves and their family.

Successful candidates for this position will provide incredible service while solving the insurance needs of the people and families they help.

In addition to serving prospects referred by the owners of the Comma branch, Insurance Advisors build prospect pipelines through networking, client referrals, and social channels.

Position Responsibilities :

  • Interact with prospects, clients, and colleagues in a proactive, friendly, and professional manner at all times.
  • Build trust quickly and effectively with prospects over digital channels such as video, phone, email, and SMS.
  • Effectively equip prospects for their decisions regarding insurance by asking the right questions, doing accurate and timely product research and quoting, and explaining the available options concisely.
  • Cultivate prospective new business contacts through cold calls, emails, referrals, and networking.
  • Field underwrite, countersign, and respond to underwriter follow-ups on all new policies sold.
  • Retain proper records of all transactions and maintain up-to-date client-specific notes, stored appropriately in Commas system.

Knowledge, Skills, and Abilities : Knowledge and Education Requirements -

  • At least a high school diploma (or equivalent)
  • Valid Driver's License (or alternate, reliable means of transportation)
  • A genuine desire to help people
  • Previous sales experience (does not have to be within the insurance industry)
  • Operates with a high degree of integrity
  • Resolves challenges with a winning mindset

Skills and Abilities -

  • Proficient technology skills to navigate a variety of internal platforms and more than a dozen external carrier platforms
  • Strong written and verbal communication skills required establish trust among clients
  • Ability to prioritize various tasks effectively and own a task or procedure from start to finish
  • Consistently deliver a client-focused experience using multiple channels such as phone, video, email, and SMS
  • Understand and be able to explain various types of personal insurance coverage to consumers with little knowledge of how insurance works
  • Empathetic, active listening skills with the ability to ask appropriate, effective follow up questions
  • Well-developed, internal drive to win with an innate ability to push through setbacks on the way to victory
  • Builds new relationships effectively and is confident in prospecting for new business opportunities
  • Interacts effectively with account managers, producers, and other colleagues to deliver a seamless, professional client experience
  • Reliably follows a consistent sales process to ensure all prospects receive an adequate level of care and follow up
  • Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

What We Offer : Comprehensive onboarding and training

Uncapped commission residuals (est. $65k the first year and growing)

Competitive Benefits package including medical, dental, and vision

401K retirement plan with company match

Career development and advancement opportunities within a growing company

Additional Information :

You Should Apply If :

You are looking for a career path which allows you to contribute in a world-class team environment

You enjoy speaking with people and helping them address their insurance needs

You want to work for a growing company that promotes flexibility and work-life balance

You operate with a high degree of personal initiative, and thrive on your ability to resolve challenges

You are able to adapt your work tactics toward proven business processes

Job Advertisement :

Comma Insurance was established in 2014 to serve customers with integrity, compassion, and excellence; delivering quality service for our clients, partners, and colleagues.

We refuse to be the big-box insurance company, and our clients love us because we take real, tangible steps to put them first.

If you are looking to challenge yourself, collaborate with an amazing team, and enjoy helping clients... Apply today and join our winning team!

Last updated : 2024-04-27

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$99k-145k (estimate)

POST DATE

12/07/2023

EXPIRATION DATE

05/09/2024

WEBSITE

commainsurance.com

HEADQUARTERS

Oklahoma City, OK

SIZE

25 - 50

INDUSTRY

Insurance

Show more

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The following is the career advancement route for Insurance advisor positions, which can be used as a reference in future career path planning. As an Insurance advisor, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance advisor. You can explore the career advancement for an Insurance advisor below and select your interested title to get hiring information.

If you are interested in becoming an Insurance Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Insurance Advisor job description and responsibilities

Insurance advisor should stay up to date with the latest products and benefits and inform clients of these offerings.

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Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.

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Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.

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The advisor needs to have a thorough understanding of the various degree programs and the necessary classes for those programs.

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Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Insurance Advisor jobs

Proofread all written communication.

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Provide High-Quality Customer Service.

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Read the Offer Document Carefully.

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Complete requirements for licensure.

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Understand the General Requirements.

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Step 3: View the best colleges and universities for Insurance Advisor.

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