Note: The job is a remote job and is open to candidates in USA. HomeFirst Agency, Inc. is a leading insurance agency offering a wide range of insurance products to protect homes, property, and lives. The Insurance Sales Agent is responsible for making outbound sales calls, responding to inbound leads, and providing insurance quotes to prospective customers.
Responsibilities
- Serves as primary point of contact for prospective buyers and lenders
- Performs outbound call prospecting, contacts potential customers, and identifies needs assuring qualification and closing sales
- Answers calls, prepares, and underwrites quotes generated from incoming sales calls
- Maintains follow up bucket to continue driving sales process and closes completed sales
- Requests quotes via HomeFirst Agency Website to prepare and email potential customers looking to be quoted
- Communicates with Vanderbilt Mortgage and Finance Inc. and other outside lenders to facilitate post-sale processes
- Underwrites policies with a fair and objective process that protects the company and provides correct and adequate coverage for customers
- Ensures compliance with telemarketing regulations, internal policies, and industry best practices throughout the insurance purchase
- Gathers and maintains records, files, and additional underwriting exhibits such as pictures and appraisals
- Preserves organized records of sales applications, correspondence, and related documentation
- Maintains knowledge of available insurance products
- Builds and maintains positive relationships with clients, referral partners, and other stakeholders to foster repeat business and referrals
- Engages in networking activities and relationship-building efforts to expand the organization's network, generate leads, and cultivate new business opportunities
- Markets and promotes Silverton Mortgage/Clayton Building Group Program by developing and cultivating relationships
- Sets individual monthly sales goals to drive incentives and sales numbers
- Collaborates with processors and loan officers at Silverton Mortgage to promote HomeFirst products
- Partners with Service department to promote current customer referral program
- Communicates and interacts effectively with internal customers and external consumers via phone, email, and fax
- Distributes and works various lead buckets successfully within a team environment
- Ensures follow-up for insurance application signatures
- Services existing auto policies
Skills
- High School diploma or equivalent
- 1-2 years of sales experience required
- Must have strong computer skills with ability to navigate Microsoft Office Suite
- Must possess the ability to clearly communicate with customers, peers, and superiors alike, explaining complex concepts and addressing numerous concerns from potential clients
- Must be able to manage many tasks simultaneously, be an expert time manager, self-sufficient and able to work with minimal to no supervision
- Outbound sales, cold-calling and telephone prospecting skills are bolstered by clear speaking ability, creative conversation, empathetic and active listening skills, and deductive/investigative reasoning abilities
- Expected to complete underwriting on policies that are going to be issued. This requires insightful thinking and deductive reasoning abilities
- Flexible and adaptive to change. An agent must be able to anticipate potential problems and develop solutions rapidly
- Maintains excellent knowledge of state and federal laws and regulations
- Capability of gathering facts accurately, analyzing causes, evaluating alternate solutions, and arriving at sound conclusions on action to be taken
- Good sense of urgency and follow up
- Ability to work in a team environment
- Current TN Property and Casualty License preferred. If not currently licensed, must obtain license within 90 days of hire. Continued education is also required
- College preferred
Benefits
- Medical and Dental Plan with Prescription Coverage and Vision.
- Competitive benefits including 401(K) includes 100% company match of the first 4%.
- Paid time off days (PTO), maternity/paternity leave, and holidays.
- Community involvement including Volunteer Paid Time Off (VTO).
- Tuition Assistance for your first degree.
- Enjoy coming “home” to our brand new, state-of-the-art Home Office equipped with onsite fitness facility with full gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant.
- Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.
- Collaborative and energetic work environment.
- Professional development and promotional opportunities.
- Competitive bonus programs.
- Full-time team members have the flexibility to create their own health, dental, and vision benefits package.
- HomeFirst Agency provides competitive 401(k) programs, including investment options and company matching for full and part time team members after one year to help our team members achieve their financial goals.
- Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more.
- As part of HomeFirst’s commitment to Opening Doors to a Better Life, HFA is now providing paid time for Team Members to volunteer to causes that are meaningful to them through the Clayton Impact program.
- At HFA, we encourage holistic wellness with physical, nutritional, social, financial, spiritual, and occupational programs available online or in-person for team members.
- Our newly renovated Home Office campus offers an onsite restaurant, onsite fitness facility with full gym, in-person and virtual workout classes, yoga/barre studio, volleyball, and basketball courts, walking paths, and a disc golf course.
Company Overview
Insurance operation of Clayton Homes, Inc. It was founded in undefined, and is headquartered in Maryville, Tennessee, USA, with a workforce of 51-200 employees. Its website is https://www.homefirstagency.com.
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