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2-20 INSURANCE SALES AGENT

Bayview Asset Management Miami Full-Time
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POSITION SUMMARY:

Do you have a background in Property and Casualty Insurance Sales? Do you enjoy working with customers on the phone and helping them live a safer and more secure life? Are you motivated by a desire to help start a new insurance sales opportunity? Join the Lakeview Household Insurance Solutions team and reach your potential. We are a new insurance agency that has big plans to improve the level of service and value to our existing customers.  We service a large portfolio of mortgage customers (approximately 1.5 MM and growing) via our sister company Lakeview Loan Servicing, and Lakeview Household Insurance Solutions will leverage that existing relationship to provide those customers better property and casualty insurance coverage at a lower cost

As a Licensed Insurance Phone Representative you will be responsible for delivering fantastic service and educating our extensive pool of existing customers about our wide range of policy options.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Conduct inbound property and casualty sales calls.
  • Solicit property and casualty insurance from a captive portfolio of existing mortgage clients.
  • Bind insurance applications according to established company and regulatory guidelines.
  • Send, receive and review applications from customers.
  • Produce a management determined volume of business.
  • Utilize systems for maintaining product knowledge, register policies accurately and pipeline management
  • Understand and articulate financial calculations and current rate/pricing.
  • Use excellent follow-up skills to ensure targeted conversion rates are met
  • Partner with carriers to ensure the seamless transfer of file.
  • Monitor and update customer relationship management database
  • Commit to continuing education and other requirements to maintain the required licensing
SKILLS/KNOWLEDGE/ABILITIES:
  • Previous experience in a call center environment preferred but not required
  • Must be self- motivated with high energy and a positive attitude.
  • Must have excellent phone etiquette with articulate use of the English language.  Bilingual or multi-lingual preferred, but not necessary.
  • Must be detail oriented and results driven with a focus on customer service.
  • Must have excellent interpersonal, follow-up, and relationship building skills.
  • Must have excellent written and communication skills as well as the ability to use different computer software programs related to quoting and binding insurance policies as well as customer relationship management.
EDUCATION AND EXPERIENCE:
  • High School diploma required.
  • 3-5 years of Property and Casualty Insurance Sales experience
  • Strong PC skills (MS Office Suite)
  • Previous knowledge of EZ Lynx system a plus.
  • Applied knowledge of insurance regulations

Certifications, Licenses, and/or Registration       
  • 4-40 Customer Representative License
  • 2-20 Property and Casualty License

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls.  The employee frequently is required to talk and hear.  The noise level in the work environment is usually moderate.  The employee is occasionally required to stand; walk; reach with hands and arms.  The employee is rarely required to stoop, kneel, crouch, or crawl.  The employee must regularly lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

EEOC

Bayview is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

 

Skills required

Address Prospective Client
Negotiation
Identifying New Prospects
Customer Service
Financial Services
Customer Retention
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Job ID: INSUR01651

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Bayview has grown from a small advisory firm to a fully-integrated mortgage investment firm focused on investment management and servicing solutions. Bayview has earned a reputation as a leading manager, advisor, servicer and trusted partner of the financial community.

  • We are based in Coral Gables, Florida with over 1,3001 employees and a senior management team with an average of 12 years of company tenure and 20 years of industry experience.
  • Our mortgage investment platform is built around leading teams in Mortgage Research, Loan Acquisition, Loan Servicing, Loan Trading, Securitization, Structured Finance and Mortgage-backed Securities.
  • Bayview Fund Management manages a series of strategies focused on credit-sensitive residential and commercial mortgage whole loans, asset-backed securities (ABS), and mortgage servicing rights (MSR).
  • Bayview has engaged in the purchase of over $24 billion in mortgage loans from over 2,500 counterparties in over 11,000 transactions.
  • Bayview companies have executed over 75 different securitization transactions totaling more than $29 billion in securities sold to over 200 institutional investors.
  • Bayview Asset Management, LLC is minority-owned by affiliates of The Blackstone Group, L.P. (NYSE: BX)
  • Bayview has advanced loss mitigation strategies, which are recognized for keeping borrowers in their properties and avoiding foreclosure if possible. Our servicing staff of 1000+ professionals is U.S. based with offices in Florida, Pennsylvania, Texas, and Illinois.

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