Answer calls, prepare and underwrite quotes generated from incoming sales calls.
Maintain follow up bucket in an effort to continue to drive the sales process and closeout completed sales.
Underwrite policies with a fair and objective process that protects the company and provides correct and adequate coverage for our customers.
Gather and maintain records, files and additional underwriting exhibits such as pictures and appraisals.
Prepare and email quotes from potential customers requesting quotes via HomeFirst Agency website.
Help prepare and maintain marketing materials for various sales and mailing campaigns.
Communicate with Vanderbilt and other outside lenders to facilitate processes after the sale.
Perform other duties as assigned.
401(K) includes 100% company match of the first 4%
Medical and Dental Plan with Prescription Coverage and Vision
Paid Time Off and holidays
Wellness Programs and On-site workout facility
High School Diploma or GED required. Some college or insurance training would be helpful.
Must have a current TN Property & Casualty Insurance License. Life licensing is a plus. This includes attending required time at Insurance School and passing the state exam. Continued education is also required.
Must possess the ability to clearly communicate with customers, peers and superiors alike, explaining complex concepts and addressing numerous concerns from potential clients.
An Agent 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.
An Agent is 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.
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