Entrata Software in Lehi, Utah is seeking a highly motivated and experienced Insurance Agent to join their team. The Insurance Agent will play a critical role in providing expert insurance guidance and support to clients, leveraging industry knowledge and excellent interpersonal skills to build strong client relationships.
Requirements
- Develop and maintain strong relationships with policyholders in a fast-paced sales environment.
- Take incoming lead calls to address customer needs with tailored solutions by proactively cross-selling and upselling insurance products, driving customer satisfaction and revenue growth.
- Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients.
- Obtain and maintain Property & Casualty and Life insurance licenses by attending continuing education classes and staying updated on industry best practices.
- Respond to customer inquiries via phone, email, and chat, providing accurate policy information and resolving issues.
- Assist with policy updates, renewals, and claims inquiries, ensuring efficient service.
- Maintain accurate records of customer interactions and policy updates.
- Follow established procedures and guidelines to ensure compliance with state and federal regulations.
- Collaborate with internal teams to resolve complex issues and ensure seamless customer experiences.
- Participate in team meetings and training to stay updated on products and industry trends.
- Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions.
Benefits
- Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
- HSA/FSA options and employer-paid disability benefits provided for eligible employees.
- Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
- Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.
- Family-centric leave policies supporting new parents during significant life events.
- Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.
- Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
- Bi-annual swag drops for employees
