Job Title: Insurance Agent

Department: Constructive Insurance

FLSA Status: Exempt

Reports To: President, Financial Services

Manages: No

Position Summary:

Reporting to the President, Financial Services, this position is responsible for achieving individual sales targets as well as meeting agency production requirements through outbound phone calls and other proactive sales activities. The role will work with referral sources or self-generated sales opportunities to fill and maintain a sufficient sales pipeline to quote, sell, and process insurance applications that meet or exceed monthly sales goals. The Insurance Agent will be expected to issue profitable new business to achieve maximum growth, compliance, and profitability standards.

Core Functions and Responsibilities

• Achieve individual sales targets and agency production requirements through proactive sales initiatives, including
  outbound phone calls using a dialing system, and employing other proactive sales methods.
• Collaborate with referral sources and generate sales opportunities to maintain a robust sales pipeline, ensuring
  ability to quote, sell, and process insurance applications, surpassing monthly sales goals while issuing profitable
  new business.
• Provide exceptional customer service by responding to customer inquiries and referrals, sourced from both lead
  procurement through Constructive Insurance’s mortgage servicing portfolio and self-sourced referring partners.
• Conduct comprehensive interviews with insurance prospects to analyze household data, ascertain customer
  coverage objectives, advise customers on policy and coverage options, and gather all necessary information.
• Maintain an in-depth understanding of insurance underwriting guidelines, policies, procedures, and regulatory
  requirements, adhering to the highest professional ethics and complying with all Department of Insurance
  compliance policies and requirements.
• Stay informed about industry trends, market conditions, and competitors to identify business opportunities,
  continually learn about new insurance programs and product/guideline updates and participate in training
  sessions and workshops to enhance product knowledge, sales skills, and compliance with insurance regulations.
• Coordinate with underwriters and other internal stakeholders to expedite policy issuance, endorsements, and
  amendments for clients, and process requests for policy endorsements and amendments as requested.
• Document and maintain accurate and up-to-date client records, sales activities, and communication logs within
  the company’s CRM system, while effectively utilizing the lead management system to track and manage leads
  provided on a daily basis.
• Develop domain knowledge of Fay’s business to include an understanding of organizational objectives.
• Maintain broad influence through ongoing development of relationships across the organization.
• Ensure compliance with Fay’s policies, processes, and practices. Successfully complete all department and
  company required training.
• Model Fay’s Values, Operating Principles, ethical standards, professionalism, and code of conduct.
• Perform other duties and responsibilities as assigned

Qualifications Required

• Bachelor’s degree in business or related field (or equivalent combination of years of experience with High School
  diploma/GED)
• Must possess an active General Lines Property & Casualty Producer License to sell commercial insurance in home
  state, with a willingness to acquire additional state licenses as needed
• 2+ years’ relevant sales experience
• Previous experience in mortgage, servicing, or financial services industry
• 2+ years’ experience in Insurance Sales, preferred
• 2+ years outbound call center experience in Customer Service
• Encompass experience or similar software preferred
• Active network of investor customers/ brokers a plus
• Knowledge of business structures like LLC, LP, SP, and others
• Knowledge of state-specific insurance requirements
  Skills & Abilities [Review and retain those that are applicable to the role/ add where needed]
• Strong verbal and written communication skills
• Customer service focused with strong interpersonal skills
• Collaborative work style; high team-orientation
• Open to change; agile; high learning agility
• Strong analytical skills coupled with sound judgement
• Strong problem solving abilities with ability to analyze and interpret data to identify opportunities and propose
  solutions
• Strong project management skills
• Strong attention to detail; strong compliance orientation; high quality of work product
• Ability to prioritize; effective time management
• Self-directed; ability to proactively ask questions and surface issues/ concerns
• Professional maturity, integrity, ability to maintain confidential data and information
• Strong business acumen; strong fiscal and technical aptitude
• Strong skills in MS Word, Excel, and PowerPoint

Physical Demands & Work Environment

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable
accommodation. While performing the duties of this job, the employee is required to sit as well as work at a computer
for extended periods of time, utilizing a keyboard and mouse. The employee should be able to communicate by
telephone, email, and face-to-face.