Insurance Sales Agents are responsible for making daily outbound sales
calls and answering inbound sales calls in order to offer HomeFirst
insurance quotes to prospective new customers.
Perform outbound call prospecting; contacting potential customers,
identifying needs, assuring qualification and closing sales.
Answer calls, prepare and underwrite quotes generated from incoming
Maintain follow up bucket in an effort to continue to drive the
sales process and closeout completed sales.
Underwrite policies with a fair and objective process that protects
the company and provides correct and adequate coverage for our
Gather and maintain records, files and additional underwriting
exhibits such as pictures and appraisals.
Prepare and email quotes from potential customers requesting quotes
via HomeFirst Agency website.
Help prepare and maintain marketing materials for various sales and
Communicate with Vanderbilt and other outside lenders to facilitate
processes after the sale.
Perform other duties as assigned.
High School Diploma or GED required. Some college or insurance
training would be helpful.
Currently possess an active TN Property and Casualty License. Life
licensing is a plus. This includes attending required time at
Insurance School and passing the state exam. Continued education is
Must possess the ability to clearly communicate with customers,
peers and superiors alike, explaining complex concepts and
addressing numerous concerns from potential clients.
An Agent must be able to manage many tasks simultaneously, be an
expert time manager, self-sufficient and able to work with minimal
to no supervision.
Outbound sales, cold-calling and telephone prospecting skills are
bolstered by clear speaking ability, creative conversation,
empathetic and active listening skills and deductive/investigative
An Agent is expected to complete underwriting on policies that are
going to be issued. This requires insightful thinking and deductive
Flexible and adaptive to change. An Agent must be able to
anticipate potential problems and develop solutions rapidly.
Possess organization and follow-up skills.
AS400, Excel, Word and Link experience a plus.