Personal Lines Sales Agent

Remote

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Requirements

Candidates must possess 10+ active Property & Casualty or Personal Lines state licenses and have at least 2 years of experience in Personal Lines Insurance Sales. Previous experience in a contact center environment with multiple carriers and a proven history of exceeding quotas in a fast-paced, high-volume setting are essential. Excellent phone and written communication skills, along with tech-savviness and adaptability, are also required.

Responsibilities

The Personal Lines Insurance Sales Agent will sell a variety of personal insurance products, including Auto, Homeowners, and Renters insurance, to meet customer needs. They will manage the entire sales cycle via phone, text, and email, utilizing a network of over 80 insurance carriers to find optimal policies. The role involves leveraging AI-powered tools to enhance workflow and productivity, with the goal of closing 60+ policies per month from inbound leads.

Skills

Sales

Insurance

Property & Casualty License

Personal Lines License

Customer Service

Communication

AI Tools

CRM

Stavvy

Digitizes mortgage processes with digital tools

About Stavvy

Stavvy transforms the mortgage industry by digitizing and streamlining workflows that have traditionally relied on paper. The company provides a range of digital tools, including eSignatures, remote notarization, and secure communication portals, which help mortgage professionals and financial institutions improve efficiency and reduce the need for physical documents. Stavvy operates on a subscription-based model, allowing clients to access its platform and tools for a fee. Additionally, the company partners with other organizations, like Guaranteed Rate, to expand the reach of its eClosing technology. Stavvy's goal is to modernize the mortgage process, making it more efficient and accessible for everyone involved.

Boston, MassachusettsHeadquarters

2018Year Founded

$40.4MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Risks

Competition from fintech companies offering similar solutions could erode Stavvy's market share.

Rapid technological advancements may strain Stavvy's financial resources for continuous R&D investment.

Integration challenges from acquisitions like SigniaDocs and Brace may distract from core operations.

Differentiation

Stavvy offers a fully-integrated digital mortgage vendor platform, enhancing communication and data access.

The company provides eSignatures and remote notarization, streamlining traditionally paper-based workflows.

Stavvy's strategic partnerships, like with Guaranteed Rate, expand its eClosing technology reach.

Upsides

Increased remote work adoption boosts demand for Stavvy's remote notarization and eClosing capabilities.

AI integration in digital mortgage platforms enhances document processing and risk assessment.

Regulatory support for digital notarization facilitates Stavvy's service adoption across states.

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