Producing Sales Agent
Palmharborhomes, New Braunfels, TX, United States
Job Summary
The Licensed Property & Casualty Producing Sales Agent for Cedarbrook Insurance Group, a division of Cavco Industries, is responsible for completing online and phone quote requests, making outbound prospect calls, managing a lead funnel, and selling all available personal lines products, with policy sales in 37 states. This is a 100% remote position that also provides support and quotes for retail agents as needed. The role offers a starting annual salary of $40,000, with uncapped commissions paid out monthly, and on-target earnings ranging from $65,000 to $90,000+ annually.
Core Responsibilities and Duties
Gain working knowledge and understanding of various carriers’ programs and websites necessary to update and produce customer
Prepare and process quotes for potential customers, online quote requests, dealers, and lenders and provide support and quotes for Retail Sales agents, as
Assist with agent calls and WebQuoter questions, as
Complete outbound prospect calls and manage lead funnel required to sell all personal lines
Responsible for monthly quoting activity and minimum monthly sales
Able to maintain an effective sales funnel in CRM
Provide quotes to Spanish speaking callers using the language
Follow up with customers regarding signed applications, payments and additional documents needed for current and/or future policies as
Review appraisals, specification sheets for value and
Verify signed applications, confirm, and process payments as required to bind and issue
Prepare documents for mortgage closings and prepare escrowed premium billing to
Provide routing instructions to ensure all issued policies are delivered to the correct department and scan and tag documents into the document imaging system, as
Issue service contracts submitted by Independent Retail
Any additional duties as assigned by
Required Job Skills
High school diploma or
Current Property & Casualty license
Minimum of (1) year of customer service experience in insurance, financial services and/or relevant direct customer
Minimum of (6) months insurance sales experience in the personal lines property and casualty insurance sector.
Excellent phone, Internet and communication skills and critical thinking ability and good math
Good organizational skills with ability to multitask and work independently in a fast-paced
Work Environment and Physical Demand (With Reasonable Accommodations)
Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant
Frequently required to communicate with co-workers and policy holders with the ability to exchange accurate information, as
Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low
Occasionally required to move and place objects weighing less than or equal to 20
Noise level in the work environment is usually
Position may require temporary remote work based on business needs and is at the sole discretion of the company. The employee must have Wi-Fi connectivity, a smart phone, and a designated work area in their
Disclaimer The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The employer may, at its discretion, modify or adjust the position to meet the company’s changing needs.
Equal Employment Opportunity Statement Standard Casualty Company is committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.
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Core Responsibilities and Duties
Gain working knowledge and understanding of various carriers’ programs and websites necessary to update and produce customer
Prepare and process quotes for potential customers, online quote requests, dealers, and lenders and provide support and quotes for Retail Sales agents, as
Assist with agent calls and WebQuoter questions, as
Complete outbound prospect calls and manage lead funnel required to sell all personal lines
Responsible for monthly quoting activity and minimum monthly sales
Able to maintain an effective sales funnel in CRM
Provide quotes to Spanish speaking callers using the language
Follow up with customers regarding signed applications, payments and additional documents needed for current and/or future policies as
Review appraisals, specification sheets for value and
Verify signed applications, confirm, and process payments as required to bind and issue
Prepare documents for mortgage closings and prepare escrowed premium billing to
Provide routing instructions to ensure all issued policies are delivered to the correct department and scan and tag documents into the document imaging system, as
Issue service contracts submitted by Independent Retail
Any additional duties as assigned by
Required Job Skills
High school diploma or
Current Property & Casualty license
Minimum of (1) year of customer service experience in insurance, financial services and/or relevant direct customer
Minimum of (6) months insurance sales experience in the personal lines property and casualty insurance sector.
Excellent phone, Internet and communication skills and critical thinking ability and good math
Good organizational skills with ability to multitask and work independently in a fast-paced
Work Environment and Physical Demand (With Reasonable Accommodations)
Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant
Frequently required to communicate with co-workers and policy holders with the ability to exchange accurate information, as
Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low
Occasionally required to move and place objects weighing less than or equal to 20
Noise level in the work environment is usually
Position may require temporary remote work based on business needs and is at the sole discretion of the company. The employee must have Wi-Fi connectivity, a smart phone, and a designated work area in their
Disclaimer The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The employer may, at its discretion, modify or adjust the position to meet the company’s changing needs.
Equal Employment Opportunity Statement Standard Casualty Company is committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.
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