Respond to inbound leads and follow up with prospective customers via phone, email, and SMS.
Educate customers on auto insurance products, coverage options, and agency value.
Identify cross-selling opportunities and actively offer additional lines (e.g., home insurance).
Assume the sale, comfortable speaking assumptively and working to close.
Be proactive in meeting or exceeding monthly sales targets while maintaining exceptional customer service.
Detailed utilization of CRM to manage leads, track pipeline activity.
Adherence to all compliance guidelines

Active and maintained P&C license (Property & Casualty) in current state of residence required.
1+ year of experience in auto insurance sales (high volume call-center experience preferred).
Strong communication and persuasion skills.
Comfortable using multiple systems simultaneously, including CRM, quoting, and rating tools.
Self-motivated and goal-oriented.
Ability to thrive in a fast-paced, fully remote environment, managing a full pipeline effectively.
Experience with digital-first insurance platforms or insurtech environments is a big plus.
Familiarity with comparative raters and CRM tools (e.g., EZLynx, AgencyZoom, Salesforce)
Bilingual (English/Spanish) a plus.

Licensed Insurance Agent

Key skills