Insurance Agent

Role Overview

• Handle inbound calls and warm leads – no cold calling required.
• Follow-up with prospects via outbound activities including phone calls, emails, and text.
• Consult with prospects and customers to assess their insurance needs.
• Recommend appropriate coverage options and explain product benefits.
• Convert leads into policies through persuasive communication.
• Facilitate a structured onboarding journey that helps new customers understand their next steps and ensures timely completion of all required actions.
• Maintain accurate records of customer interactions and sales.
• Meet or exceed monthly sales targets and performance metrics.
• Stay current on product offerings, licensing requirements, and industry trends.
• Address customer complaints, providing empathetic and effective solutions to maintain high customer satisfaction.
• Demonstrate behaviors consistent with PEMCO's policies, values, code of ethics and business conduct.
• Authentically support the PEMCO Brand and constantly are on the lookout for top talent to join us to achieve our Mission to Worry Less and Live More.

Requirements

• B.A. or B.S. degree (Business, Liberal Arts) or equivalent work experience is preferred
• 4+ years of experience in the insurance industry or financial services roles is required
• Property/Casualty License is required
• Certified Insurance Counselor (CIC) and/or Chartered Property Casualty Underwriter (CPCU) designation is preferred
• Has a relentless focus on the customer and dives deep into the challenges they face with a strong customer service orientation is required
• Skilled proficiency in Excel, Word, Outlook is required
• Comprehensive understanding of insurance carrier products, policy contracts, and underwriting guidelines is required
• Builds relationships internally and externally and gets results through influence rather than authority. Demonstrates authentic empathy, celebrates the joy and shows care for the challenges felt by others is required
• Knowledge and understanding of relevant laws, rules, and regulations is required
• The ability to communicate clearly and informatively, verbally and in writing, with colleagues, customers, and the community in both technical and non-technical professional language is required
• Has a proven track record of revenue growth and sales success through negotiation; builds long-term customer relationships for PEMCO is required
• Has a thorough understanding of our industry, the relevant business landscape, trends in growth and insurance environments; the ability to spot early indicators of change and apply strategies to adapt quickly is required
• Is detail-oriented and has a strong desire for accuracy and thoroughness is required

Benefits

• covered by employer-paid basic life and accidental death & dismemberment insurance policies as well as long
• and short-term disability benefit coverages.
• eligible to participate in PEMCO’s 401(k) plan, which includes a generous employer match (2 for 1 on the first 6% employee pre-tax and/or Roth deferral, up to federal maximums).
• Vacation accrues at a rate of 10 days for new hires and increases based on a schedule to a maximum annual accrual of 25 days based on tenure.
• Granted four (4) personal days immediately upon hire.
• Paid holidays for the eight (8) holidays observed by PEMCO throughout the calendar year.
• Granted up to ten (10) days of sick leave immediately upon hire (pro-rated based on hire date and full-time/part-time status), which is approximately 28 hours more per year than the Washington state-required accrual.
• PEMCO provides paid time off for bereavement, jury duty, and employee volunteering in the community.
• Flexible Spending Accounts.
• Education Assistance Program after one year of service.
• Scholarship program for children of PEMCO employees after one year of service.
• Employee Assistance Program.
• Well-being program.
• Discretionary taxable gifts and gift cards.
• Other Perks & Benefits including discounts on computer software and hardware, cell phone plans, and rental cars.
• Tiered sales commissions and/or incentives (from 5-25% of employee’s monthly sales).