Insurance Agent

Constructive Insurance, an affiliate of Fay Servicing, is an Independent Insurance Brokerage with offices in downtown Chicago, Tampa, FL, and Dallas, TX. We are in search of an Insurance Agent to sell Habitational Risk Insurance through our expansive network of insurance carriers. Our agency offers an excellent value proposition that capitalizes on internal relationships with hundreds of account managers and loan originators. Through these affiliations, our Insurance Agents receive thousands of internal customer referrals and live agent transfers each month to customers who are in need of our insurance products.Reporting to the Agency Manager, Constructive Insurance, 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.What you will do for Constructive Insurance: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 methodsCollaborate 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 businessProvide 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 partnersConduct comprehensive interviews with insurance prospects to analyze household data, ascertain customer coverage objectives, advise customers on policy and coverage options, and gather all necessary informationMaintain 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 requirementsStay informed about industry trends, market conditions, and competitors to identify business opportunities, continually learn about new insurance programs and productguideline updates and participate in training sessions and workshops to enhance product knowledge, sales skills, and compliance with insurance regulationsCoordinate with underwriters and other internal stakeholders to expedite policy issuance, endorsements, and amendments for clients, and process requests for policy endorsements and amendments as requestedDocument 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 basisDevelop domain knowledge of Fay's business to include an understanding of organizational objectivesMaintain broad influence through ongoing development of relationships across the organizationEnsure compliance with Fay's policies, processes, and practices. Successfully completed all department and company-required training.Model Fay's Values, Operating Principles, ethical standards, professionalism, and code of conductPerform other duties and responsibilities as assignedWhat you will bring to Constructive Insurance:Bachelor's degree in business or related field (or equivalent combination of years of experience with High School diplomaGED)Must possess an active General Lines Property & Casualty Producer License to sell commercial insurance in the home state, with a willingness to acquire additional state licenses as needed2+ years of relevant sales experiencePrevious experience in mortgage, servicing, or financial services industry2+ years' experience in Insurance Sales, preferred2+ years of outbound call center experience in Customer ServiceEncompass experience or similar software preferredAn active network of investor customers brokers a plusKnowledge of business structures like LLC, LP, SP, and othersKnowledge of state-specific insurance requirementsStrong verbal and written communication skillsCustomer service focused with strong interpersonal skillsCollaborative work style; high team-orientationOpen to change; agile; high learning agilityStrong analytical skills coupled with sound judgmentStrong problem-solving abilities with the ability to analyze and interpret data to identify opportunities and propose solutionsStrong project management skillsStrong attention to detail; strong compliance orientation; high quality of work productAbility to prioritize; effective time managementSelf-directed; ability to proactively ask questions and surface issues concernsProfessional maturity, integrity, ability to maintain confidential data and informationStrong business acumen; strong fiscal and technical aptitudeStrong skills in MS Word, Excel, and PowerPointEquity and Inclusion are embedded into our way of working at Fay. We believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included and is presented with equal opportunities to be successful here at Fay. We are proud to be an equal opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information go to E-Verify is a registered trademark of the U.S. Department of Homeland Security.

Created: 2025-02-02