SUMMARY:

Are you a seasoned sales professional with expertise and licensure in the dynamic field of insurance?

Embark on an exhilarating career journey with Topline Agency, where we prioritize your development, foster a culture of career advancement, encourage collaboration, and thrive on innovation. As a high-energy property and casualty agency, we are actively seeking individuals who are eager to learn and contribute to the success of our winning team!

Enjoy the excitement of receiving daily leads, including both inbound calls and real-time web leads, providing our agents with ample opportunities to close deals and make a significant impact. Join us as we navigate the fast-paced landscape of the insurance industry, and together, let's achieve new heights of success!

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Field Inbound Calls from new prospects.
• Make Outbound calls to leads provided by the agency.
• Manage Leads and Pipelines.
• Contacts prospective clients about insurance products and policies.
• Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
• Explains coverage details to clients when selecting coverage to best meet their needs.
• Lead, and referral development as needed or requested.
• Data entry of all required client information.
• Quoting, rating, and binding insurance policies using the agencies carrier appointments.
• Communicating timely, and effectively with all staff, insureds, carriers, underwriters.
• Develops and maintains effective understanding of the carrier partner guidelines, and all underwriting trailing document requirements for binding.
• Responsible for collecting all insurance related documents from the insured including payments.
• Maintaining diligence and timely Salesforce system activities.
• Performs other duties as assigned.

REQUIRED SKILLS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

• Ability to work independently and to carry out assignments to completion.
• A valid insurance license (2-20, 4-40, or 20-44).
• At least one year of Property and Casualty insurance sales experience preferred.
• Strong organizational skills with high attention to detail.
• Strong computer skills and proficient in Microsoft Office software.
• Salesforce and Rater (QuoteRush, EXLynx, etc) experience is a plus.
• Bilingual (English/Spanish) is a strong plus.
• Have a POSITIVE Attitude, be a Self-Starter and be ready to work hard and have fun doing it.