Initiate consultative sales calls to prospective and existing customers interested in pet insurance
Clearly explain coverage options, benefits, and key details so customers know exactly what they're choosing
Conduct needs assessments to identify suitable insurance plans and recommend additional or alternative coverage through upselling and cross‑selling when appropriate
Guide customers through the application and enrollment process, ensuring information accuracy and regulatory compliance
Follow up with leads and customers and keep CRM records complete and current

Active Property and Casualty Producer License
1–3 years in pet insurance, property and casualty insurance support and sales, or related roles
High school diploma or equivalent
Computer experience

Licensed Property & Casualty Insurance Sales Agent

Key skills