Join Our Team
We're always looking for talented professionals to help us in our goal of global domination of the insurance and financial services industry! Our team members receive competitive compensation, health/dental/vision insurance, paid time off, 401(k), and other benefits.
We're actively seeking qualified candidates for the following positions:
- Brokerage Manager
- Insurance Advisor
- Senior Ruby on Rails Programmer
Brokerage Manager
Department: Brokerage
Reports To: Vice President, Sales and Operations
Compensation: Salary + commission
Summary: The Brokerage Manager is responsible for developing and executing a comprehensive strategy to attract, retain, and optimize the production of new and existing life insurance agents, as well as affiliates, banking, credit union, association, and P&C accounts. The goal is to forge long-term relationships that secure the company's revenue and growth. This is a sales role that requires phone and webinar contact, with an end goal of finding and convincing agents to submit business to Pinney Insurance Center. In the course of regular job duties, the Brokerage Manager will ensure all questions from agents and agencies get answered in a timely manner, establish relationships with representatives from insurance carriers, and attend trainings and meetings to stay current on product offerings in the marketplace. Ideal candidates will also have decent knowledge of annuity, LTC, and DI business. This is a full-time position.
Essential Duties and Responsibilities:
- Identify and develop relationships with potential agents using methods such as networking and cold calling.
- Bring target prospects through the sales cycle, from initial demo to proposal, pricing negotiations, technical implementation, and into the onboarding process.
- Onboard new agents. This includes welcoming them to Pinney Insurance Center and discussing commissions, contracting, and hierarchy.
- Manage relationships of the partners you create, ensuring they're receiving adequate education and support to be effective.
- Promote the company at trade shows, seminars, and other events in target niches as needed.
- Advise company management of developments in target marketplaces and propose future strategic initiatives within the company.
- Develop referral sources and identify new clients to ensure a consistent flow of revenue. Identify key decision makers and determine the services, products, and combinations that will best serve and address their issues and objectives.
- Transition new clients to internal team members and supervise ongoing marketing, support, and training programs to enhance opportunities for new business.
- Identify additional opportunities for cross-selling, expanding products, and effectively obtaining new business.
- Create client-specific business plans in conjunction with colleagues to ensure growth, retention, and cross-sell goals are met.
- Create and implement effective marketing strategies to sell insurance plans to new clients or up-sell to existing clients.
- Lead the development of custom solutions for clients as needed.
- Ensure quality of deliverables and enforcement of critical deadlines through effective communication.
- Coordinate with other department and team heads to ensure that quality standards are adhered to in all aspects of the business sales and service process.
- Prioritize opportunities by requirements, size, and speed.
- Add agents to our proprietary CRM software system, Insureio, and use the system to track all phone calls/email correspondence.
- Host webinars for training on PIC tools (i.e., Insureio, Broker Gear, quoting widgets, marketing, A-team and Case Management).
- Answer sales support and brokerage help desk phones.
- Attend carrier webinar trainings to stay current on product offerings.
- Work with and provide back-up for Internal Wholesaler for illustration support.
- Work with in-house underwriter to answer underwriting questions.
- Assist with Insureio feature enhancements to increase efficiencies and improve broker experience.
- Has excellent communication skills, both laterally and to executive leadership.
- Ability to use Windows-based computers, including the Microsoft Office suite of tools (Outlook, Excel, etc.).
- Ability to use contact management systems and database software.
Education and/or Experience, Certificates, Licenses, Registrations: High school diploma or general education degree (GED); sales experienced preferred with a demonstrated excellence at meeting sales objectives. Strong background in life insurance, annuities, and/or financial planning. Life Insurance license required.
Skills & Abilities: To perform this job successfully, the successful candidate will demonstrate the following:
- Sales: Proven experience as an insurance broker. Great product knowledge, thorough follow-up, and ability to close sales.
- Problem Solving: Identifies and resolves problems within the department; gathers and analyzes information skillfully; develops alternative solutions; uses reason even when dealing with emotional topics. Uses intuition and experience to complement data.
- Customer Service: Responds promptly to agent and customer needs.
- Interpersonal Skills: Listens to others without interrupting; keeps emotions under control.
- Oral Communication: Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
- Written Communication: Writes clearly and informatively; edits work for spelling and grammar.
- Quality Management: Demonstrates accuracy and thoroughness.
- Ethics: Treats people with respect; keeps commitments; works ethically and with integrity.
- Organizational Support: Follows policies and procedures; completes administrative tasks correctly and on time.
- Planning/Organizing: Uses time efficiently.
- Quality: Demonstrates accuracy and thoroughness.
- Quantity: Completes work in a timely manner; works quickly.
- Attendance/Punctuality: Is consistent at work and on time; arrives at meetings and appointments on time.
- Dependability: Follows instructions, responds to management direction; keeps commitments.
- Initiative: Asks for and offers help when needed.
Interested Candidates Should email Shaon Shamsul and include your resume and cover letter.
Insurance Advisor
Department: Direct Sales
Reports To: Vice President, Sales and Operations
Compensation: Base + commission
Summary: Sells life insurance policies to end users through web leads via phone sales by performing the following duties.
Essential Duties and Responsibilities:
- Outbound/inbound response to all qualified leads in the fulfillment of life insurance application requests received online.
- Helps in promoting and selling of insurance products by giving sound financial advisory services and customer support to clients.
- Ability to help consumers with basic needs analysis planning and provide accurate cost comparisons, while helping the customer evaluate best-in-class product solutions to find the right fit to achieve their goals.
- Maintain high productivity in a multi-tasking environment with the ability to consult 100's of prospective customers every month.
- Build and maintain customer relationships while providing superior customer service.
- Ability to retain new information and apply it in a rapidly changing environment.
- Customize insurance policy to suit individual customers, often covering a variety of risks.
- Explain features, advantages and disadvantages of various policies to promote the sale of insurance plans.
- Talks with customers by phone in high volume call center environment.
- Quotes prices and negotiates with customers.
- Enters new customer data and other sales data for current customers into computer database.
- Develops rapid rapport with prospective customers.
- Investigates, anticipates and resolves customer problems.
- Effective verbal and written communication to customers in a call center environment.
- Applies common sense understanding to carry out detailed written or oral instructions.
- Other duties may be assigned
