Insurance Client Advisor - Westlake Village, United States - Blend

Blend

Verified Company

Westlake Village, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Blend is a diverse team of problem solvers who believe that the world's financial resources should be more accessible. Our cloud banking platform is used by Wells Fargo, U.S. Bank, and over 330 other financial services firms to acquire more customers, increase productivity, and deliver end-to-end digital experiences.

Our software enables our customers to process an average of more than $5 billion in loans per day, making it possible for consumers to reach their financial goals faster and lead better lives.

Come do work that matters.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

_ Note:
This is NOT a remote role, you must be able to commute to the Westlake Village, CA office._

How you'll contribute:

Utilize a consultative sales approach with warm leads to sell insurance policies to prospective policy holders by providing rate quotes and coverage information
Counsel prospects and policyholders on coverage, limits, and help assess their goals and needs in a timely manner
Make customized product recommendations based upon your assessment
Close inbound sales from leads for homeowners insurance and service and maintain renewal policies
Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status
Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Utilize active listening and critical thinking skills to quickly analyze and clearly understand a specific request or customer need
Act as a broker for top insurance companies

Who you are:

A current Property & Casualty license REQUIRED
3+ years of insurance sales experience with a proven track record of sales skills and abilities in a Contact Center
Passion for providing a great customer experience
Ability to work in a dynamic environment, and adapt at mastering new processes and procedures
Must be flexible with regards to scheduling
Comfortable working in a Contact Center environment
Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
Strong computer skills and aptitude to quickly learn new systems
Must have a high level of initiative, drive and desire/openness to learn new skills and information

Benefits and Perks:

Meaningful equity
401(k) plan with employer matching contribution
Comprehensive health benefits
16 weeks of paid parental leave
Generous vacation policy
Wellness benefits covering a variety of wellness activities, gym memberships, fitness classes and more