Insurance Sales Agent at Entrata

Lehi, Utah, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Property ManagementIndustries

Requirements

Resident Insurance Producer License (may be obtained after offer, but before starting)
Demonstrates success in cross-selling insurance products and maintaining an assigned book of business
Excellent communication and presentation skills
Proven track record of meeting or exceeding sales targets
Proficiency in computer applications, including Microsoft Office
Exceptional analytical and problem-solving abilities
Ability to work independently and in a team environment
Attention to detail and strong organizational skills
Preferred Qualifications
Bachelor’s degree in business administration or related field
Minimum of 2 years of sales experience
Experience with insurance software and CRM systems
Knowledge of property management or real estate industry
Bilingual proficiency in English and Spanish for enhanced customer support capabilities

Responsibilities

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

Skills

Key technologies and capabilities for this role

Insurance SalesCross-SellingClient Relationship ManagementLead HandlingCustomer Needs AssessmentCommunication Skills

Questions & Answers

Common questions about this position

Is this position remote or in-office?

This is a hybrid position based out of Lehi, UT.

What licenses are required for this role?

You must obtain and maintain Property & Casualty and Life insurance licenses.

What key skills are needed for the Insurance Sales Agent position?

The role requires industry knowledge, excellent interpersonal and communication skills, and the ability to thrive in a fast-paced sales environment.

What is the company culture like at Entrata?

Entrata emphasizes transparent communication, executive town halls, collective excellence, boldness, resilience, and prioritizing different perspectives within a collaborative global team.

What makes a strong candidate for this Insurance Agent role?

A highly motivated and experienced candidate who is passionate about insurance, has exceptional communication skills, and excels at building client relationships in a fast-paced environment.

Entrata

Property management software with integrated tools

About Entrata

Entrata provides property management software that simplifies the management of apartment communities. Its platform offers a single-login access to various online tools, including websites, mobile apps, payment processing, lease signing, accounting, and resident management. This software allows property management companies to operate more efficiently by integrating with third-party applications through an open API, enabling customization of their technology solutions. Unlike many competitors, Entrata focuses on creating a comprehensive suite of tools that enhance both operational efficiency and resident experiences. The goal of Entrata is to streamline property management processes and improve the overall experience for both property managers and residents.

Lehi, UtahHeadquarters

2003Year Founded

$493.2MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Enterprise Software, Real EstateIndustries

1,001-5,000Employees