As an Inbound Sales Agent, you’ll promote and sell pet insurance, endorsements, renewals and services to potential and existing customers. You’ll also provide basic customer service, referring more complex issues to others on the team. Our call center is busy, so you’ll be working in a fast-paced environment, consulting with customers to offer the best coverage to protect their pets.
- Calculates and quotes premium rates for recommended policies, endorsements and renewals.
- Maintains accurate and through documentation, follows up on medical and pending applications with Underwriting, vet clinics, and policy holders until the application is approved or declined by either the policyholder or VPI.
- Receives and makes g calls from/to prospects, qualifies new potential policyholders and explains policies and endorsements offered, recommends type of coverage based on analysis of prospect’s circumstances and needs.
- Follows and abides by all insurance laws and regulations as they pertain to the Sales Representative and VPI Pet Insurance in the delivery of the details of the policy and processes offered by VPI.
- Retains responsibility for personally sold policies to retain them and avoid cancellations within reason and in compliance with company policies, procedures and guidelines during the term of the policy.
- Develops personal time management and organizational tools.
- Collects premiums from policyholders and inputs payment data.
- Anticipates future needs and calls on established customers to renew and upgrade accounts.
- Handles inbound renewal calls and/or initiates outgoing calls, following up on existing or prior policyholders, and perform standard and recommended sales techniques and processes to retain, upgrade, sell or consult with prospects and customers. (See Sales Requirements)
- Performs initial underwriting review of pet eligibility.
- Skills/Competencies: Ability to exercise initiative in translating leads to business opportunities and accounts; independently organize and manage work tasks to achieve effective use of time; make persuasive presentations and communicate effectively with brokers, third-party administrators, clients, internal staff and management.
- Ability to read, analyze and interpret general business periodicals, professional journals and technical procedures.
- Ability to write reports and business correspondence.
- Ability to speak in front of others; to lead; to facilitate; and to train small to large groups including employees, policyholders and outside groups.
- Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, verbal, diagram or schedule form.
- Health insurance products, services, and terminology; voluntary and payroll deduction employee benefit plans; health and property and casualty brokerage practices and third-partythird-party administrators; sales methods and closing techniques; account management techniques.
Qualification & Experience:
- Experience: A minimum of 18 months prior telephone or direct sales experience preferred.
- License/Certification/Designation: Property and Casualty license required. Sales Agent will be required to maintain licensure through completion of required Continuing Education credit as a condition of employment.
- Education: One-year certificate from college or technical school; or three to six years related experience and/or training; or equivalent combination of education and experience. Bachelor’s degree preferred but not necessary.
Vacancy Type: Full Time
Job Location: Brea, CA, USA
Application Deadline: N/A