Insurance Sales Agent

@ Entrata
Entrataentrata.com

Insurance Sales Agent

Posted 24 months ago

This job is still taking applications, but it's been up a while.

About the job

Entrata is a global leader in AI-driven property management tech, serving owners and residents. The Insurance Agent role focuses on providing insurance guidance and building client relationships in a fast-paced, innovative environment. Based in Lehi, UT, with hybrid options.

Requirements

  • Resident Insurance Producer License
  • Success in cross-selling insurance
  • Excellent communication skills
  • Proven sales track record
  • Proficiency with Microsoft Office

Qualifications

  • Bachelor’s degree in business preferred
  • Minimum 2 years sales experience
  • Experience with insurance software
  • Knowledge of property management
  • Bilingual in English/Spanish

Full job description

Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions.

As an Insurance Agent, you will play a critical role in providing expert insurance guidance and support to our clients. You will leverage your industry knowledge and excellent interpersonal skills to build strong client relationships, assess insurance needs, and recommend tailored solutions. If you are passionate about insurance, possess exceptional communication skills, and thrive in a fast-paced environment, we invite you to apply and contribute to our dynamic team.

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

Minimum Qualifications:

  • 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

  • Demonstrates success in cross-selling insurance products and maintaining an assigned book of business


#LI-HB2

Benefits:

Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.

Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.

HSA/FSA options and employer-paid disability benefits provided for eligible employees.

Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.

Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, gym memberships, mental health resources, wellness challenges, and employee assistance programs.

Entrata Cares programs offers opportunities for volunteerism, charity events, and giving back to our community.

Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.

Bi-annual swag drops for employees

Currently, Entrata hires in Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, and Illinois for Exempt roles and Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for Non-Exempt roles. 

Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or any other applicable characteristics protected by law.

It’s a great place to work! Will you join us?

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