SUMMARY: Responsible for providing professional, high quality customer service while prospecting, quoting, and selling medical professional liability insurance new business accounts. Focuses on servicing solo physicians and their allied healthcare professionals. Works directly with physicians and allied health care professionals and may also work with agent partners.
Successful candidate will:
· Prioritize incoming calls and online quote requests from prospects.
· Respond to questions and concerns from prospective insureds via telephone, email, and Drift (chat bot) with the goal of identifying their needs, providing accurate rate indications, and ultimately closing the sale.
· Utilize educated consultative selling to create and leverage opportunities. Produces accurate indications in the system in a timely manner to provide to individual physician prospects, in compliance with service standards. Works with the underwriters to examine risks, determine discounts, and ensure accounts are appropriately covered for their exposure.
· Generate leads and performs targeted outreach via emails and cold/warm/social calls to target leads.
· Working knowledge of system, database, and CRM utilization.
· Basic knowledge of insurance practices and procedures, preferably Property and Casualty insurance.
· Proficient in Microsoft applications such as Outlook, Word, Excel, and PowerPoint.
Must be highly detail-oriented with strong analytical, problem solving, organizational and customer service skills. Bachelor’s degree preferred, and a minimum of three years of experience in insurance sales, preferably in medical professional liability. Must obtain Texas Department of Insurance General Lines Agent License within six months of employment and is responsible for maintaining license requirements.
Job Type: Full-time
Pay: $55,631.00 - $82,681.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Experience level:
Shift:
- 8 hour shift
- Day shift
- No nights
Supplemental pay types:
Weekly day range:
Work setting:
Experience:
- Customer service: 3 years (Preferred)
Ability to Relocate:
- Austin, TX 78746: Relocate before starting work (Required)
Work Location: Hybrid remote in Austin, TX 78746