持牌保险代理人
Licensed Insurance Agent
职位名称：持牌保险代理人
地点：远程办公
雇佣类型：全职
广告薪资：60K - 125K
关于嵌入式保险：
嵌入式保险（Embedded Insurance，简称EI）正在重塑保险的分销和体验方式。通过与汽车行业的数字平台合作，我们提供量身定制的保险产品，无缝集成到用户旅程中。我们的技术驱动方法支持快速、合规且个性化的保险方案，让客户在他们已有的平台上获得服务。我们不只是销售保险，而是革新客户体验，让保险变得简单、个性化且高效。
职位概述：
作为EI的持牌保险代理人，你将在客户需要的时候提供保障和节省，通过我们的代理服务。由于我们的技术能从客户的现有保险信息生成报价，你将花更多时间与客户互动并促成销售，而减少数据录入和报价的时间。你还将识别并交叉销售其他保险产品，为客户提供更高的节省和价值。
主要职责：
- 回应来电并通过电话、电子邮件和短信跟进潜在客户。
- 向客户介绍汽车保险产品、保障选项和代理服务的价值。
- 识别交叉销售机会，主动提供其他保险产品（例如房屋保险）。
- 主动承担销售工作，自信地进行假设性沟通并促成交易。
- 积极达成或超越月度销售目标，同时保持卓越的客户服务。
- 详细使用CRM系统管理线索，跟踪销售管道活动。
- 遵守所有合规指南。
要求：
- 需持有并维护有效的财产与责任险（P&C）执照，且执照所在州与当前居住州一致。
- 1年以上汽车保险销售经验（高销量客服中心经验优先）。
- 强大的沟通和说服能力。
- 能够同时使用多个系统，包括CRM、报价和定价工具。
- 自我驱动，目标导向。
- 能在快节奏、完全远程的工作环境中有效管理完整的销售管道。
优选条件：
- 具有以数字为主导的保险平台或保险科技环境的经验是加分项。
- 熟悉比较定价工具和CRM工具（如EZLynx、AgencyZoom、Salesforce）。
- 具备英语和西班牙语双语能力者优先。
查看英文原文
Job Title: Licensed Insurance Agent
Location: Remote
Employment Type: Full-time
Advertised Compensation: $60K - 125K
About Embedded Insurance:
Embedded Insurance (EI) is reshaping how insurance is distributed and experienced. By partnering with digital platforms across the auto industry, we offer tailored insurance products that integrate seamlessly into user journeys. Our technology-first approach powers rapid, compliant, and personalized insurance offerings that meet customers where they already are. We're not just about selling insurance, we’re about revolutionizing the customer experience and making insurance simple, personalized, and efficient for everyone.
Role Overview:
As a Licensed Insurance Agent at EI, you will meet customers at a moment that matters to bring coverage and savings through our agency offering. Because our technology builds quotes from a customer's existing insurance information, you’ll spend more time engaging clients and closing sales and less time on data entry and quoting. You'll also identify and cross-sell other insurance lines, to deliver increased savings and value to our customers.
Key Responsibilities:
- Respond to inbound leads and follow up with prospective customers via phone, email, and SMS.
- Educate customers on auto insurance products, coverage options, and agency value.
- Identify cross-selling opportunities and actively offer additional lines (e.g., home insurance).
- Assume the sale, comfortable speaking assumptively and working to close.
- Be proactive in meeting or exceeding monthly sales targets while maintaining exceptional customer service.
- Detailed utilization of CRM to manage leads, track pipeline activity.
- Adherence to all compliance guidelines
Requirements:
- Active and maintained P&C license (Property & Casualty) in current state of residence required.
- 1+ year of experience in auto insurance sales (high volume call-center experience preferred).
- Strong communication and persuasion skills.
- Comfortable using multiple systems simultaneously, including CRM, quoting, and rating tools.
- Self-motivated and goal-oriented.
- Ability to thrive in a fast-paced, fully remote environment, managing a full pipeline effectively.
Preferred Qualifications:
- Experience with digital-first insurance platforms or insurtech environments is a big plus.
- Familiarity with comparative raters and CRM tools (e.g., EZLynx, AgencyZoom, Salesforce)
- Bilingual (English/Spanish) a plus.
What We Offer:
- Dynamic, fast-paced environment with opportunities for professional growth
- Access to industry-leading tools and resources that support your success
- Competitive base salary + uncapped bonus opportunity
- Incredible benefits - the best in the industry BY FAR:
- Health, dental, vision paid at 89% (individual or family)
- 401(k) with substantial matching
- Generous PTO
- Remote work flexibility
- Career growth in a fast-scaling insuretech
- Multi-state licensing
Schedule:
- Full-time
- Rotating shifts, including some evenings and weekends
Who You Are:
You’re a licensed insurance professional who enjoys helping customers find the right coverage with clarity and confidence. Tech-savvy and adaptable, you’re comfortable using modern sales tools and thrive in a fast-paced, goal-oriented environment. You bring strong communication skills, a self-motivated attitude, and a genuine commitment to delivering an exceptional customer experience.
Salary: $60k - $125kOriginally posted on Himalayas