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Insurance Sales Agent

Utah, United States (Hybrid)

Insurance Sales Agent

2 Months ago • All levels • Business Development

About the job

8 skills required for this role

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microsoft-office

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communication

organisational

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presentation-skills

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Job Description

Entrata seeks a motivated Insurance Agent to build strong client relationships, assess insurance needs, and recommend tailored solutions. This role requires a Resident Insurance Producer License, proven success in cross-selling insurance products, and excellent communication skills.

Must have:

Resident Insurance
Producer License
Cross-selling Success
Communication Skills

Good to have:

Property & Casualty
Life Insurance
Sales Targets
Problem-solving

Perks:

Flexible Culture
Comprehensive Benefits

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Since its inception in 2003, driven by visionary college students transforming online rent payment, Entrata has evolved into a global leader serving property owners, managers, and residents. Honored with prestigious awards like the Utah Business Fast 50, Silicon Slopes Hall of Fame - Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans rent payments, insurance, leasing, maintenance, marketing, and communication tools, reshaping property management worldwide.

Our 2200+ global team members embody intelligence and adaptability, engaging actively from top executives to part-time employees. With offices across Utah, Texas, India, and the Netherlands, Entrata blends startup innovation with established stability, evident in our transparent communication values and executive town halls. Our product isn't just desirable; it's industry essential. At Entrata, we passionately refine living experiences, uphold collective excellence, embrace boldness and resilience, and prioritize diverse perspectives, endeavoring to craft a better world to live in.

Entrata Software in Lehi, Utah is seeking a highly motivated and experienced Insurance Agent to join our team. As an Insurance Agent, you will play a critical role in providing expert insurance guidance and support to our clients. You will leverage your industry knowledge and excellent interpersonal skills to build strong client relationships, assess insurance needs, and recommend tailored solutions. If you are passionate about insurance, possess exceptional communication skills, and thrive in a fast-paced environment, we invite you to apply and contribute to our dynamic team.

Responsibilities

Develop and maintain strong relationships with policyholders in a fast-paced sales environment.
Take incoming lead calls to address customer needs with tailored solutions by proactively cross-selling and upselling insurance products, driving customer satisfaction and revenue growth.
Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients.
Obtain and maintain Property & Casualty and Life insurance licenses by attending continuing education classes and staying updated on industry best practices.
Respond to customer inquiries via phone, email, and chat, providing accurate policy information and resolving issues.
Assist with policy updates, renewals, and claims inquiries, ensuring efficient service.
Maintain accurate records of customer interactions and policy updates.
Follow established procedures and guidelines to ensure compliance with state and federal regulations.
Collaborate with internal teams to resolve complex issues and ensure seamless customer experiences.
Participate in team meetings and training to stay updated on products and industry trends.
Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions.

Minimum Qualifications

Resident Insurance Producer License (may be obtained after offer, but before starting).
Demonstrates success in cross-selling insurance products and maintaining an assigned book of business.
Excellent communication and presentation skills.
Proven track record of meeting or exceeding sales targets.
Proficiency in computer applications, including Microsoft Office.
Exceptional analytical and problem-solving abilities.
Ability to work independently and in a team environment.
Attention to detail and strong organizational skills.

Benefits:

Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.

Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.

HSA/FSA options and employer-paid disability benefits provided for eligible employees.

Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.

Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.

Family-centric leave policies supporting new parents during significant life events.

Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.

Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.

Bi-annual swag drops for employees

Currently, Entrata hires in Arizona, Idaho, Nevada, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, Illinois, and Tennessee for Exempt roles and Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for Non-Exempt roles. If you choose to apply and do not live in one of these states, your application may be reviewed on a case-by-case basis and salary ranges will be provided if required by state law

But members of the Entrata team aren’t just intelligent and ambitious, they’re the living embodiment of another core Value: “Excellent Alone, Better Together.” Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or any other applicable characteristics protected by law.

It’s a great place to work! Will you join us?

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