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Property and casualty insurance agent

Role overview

Qualifications

  • Proven experience as a Property and Casualty Insurance Agent or similar role
  • Active Property and Casualty insurance license in the appropriate state
  • Strong knowledge of the property and casualty insurance industry and products
  • Excellent communication and interpersonal skills

Responsibilities

  • Assess clients' insurance needs related to property and casualty coverage
  • Develop and present customized insurance solutions to clients
  • Assist clients with the completion of applications and insurance documentation
  • Negotiate with underwriters to obtain coverage with favorable terms and pricing

Key facts

Hard skills

Other skills

  • Customer Service
  • Sales
  • Communication
  • Social Skills
  • Organizational Skills
  • Time Management

About the company

Vivid Money logo

Vivid Money

  • Fintech & Payments
  • Scaleup
  • 201–500
Vivid offers a unique mobile banking app and a distinctive digital investing platform from a single app. Whether it’s payments, transfers, multi-currency accounts, spendings reports, split bills as well as the possibility to invest in international stocks, ETFs, and precious metals. With over 150 listed cryptocurrencies, Vivid offers one of the biggest portfolios in Europe. With Vivid, managing your finances is easy, flexible, and 100% transparent. We founded Vivid to bring a colourful and entirely different experience to dealing with personal finance. With our knowledge and experience, we strive to help our customers earn more and increase their wealth. On the 8th of June 2020, Vivid was launched in Germany as its first market, followed by France, Spain, and Italy, with more European countries to come! Already over 500,000 customers throughout Europe enjoy our superior banking and investment experience – and love to collect cashback in the form of Stock Rewards. In not even two years, we’ve grown from one tiny office in Berlin’s Neukölln neighbourhood to a company of more than 300 people, with 30+ different nationalities. Next to our headquarters in Berlin (GER), we work from Vivid Hub Amsterdam (NL) and Vivid Tech Hub in Almaty (KAZ). Vividians are coming together to collaborate and exchange ideas. We are working in proud partnerships with Solaris SE, CM Equity, and VISA. As a company, we have already raised over 200 million euros from renowned investors, including Ribbit Capital, Greenoaks Capial, and the SoftBank Vision Fund 2, and is valued at 775 million euros.

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Job description

Genius Agency AI is searching for a knowledgeable and motivated Property and Casualty Insurance Agent to join our team. In this role, you will help clients protect their assets by providing tailored insurance solutions for property and casualty needs. You will be responsible for evaluating client risks, advising on appropriate coverage options, and delivering exceptional customer service to ensure client satisfaction.

Responsibilities

  • Assess clients' insurance needs related to property and casualty coverage.
  • Develop and present customized insurance solutions to clients.
  • Assist clients with the completion of applications and insurance documentation.
  • Negotiate with underwriters to obtain coverage with favorable terms and pricing.
  • Provide excellent customer service by responding to client inquiries and resolving issues promptly.
  • Stay informed about industry trends, products, and regulations affecting property and casualty insurance.
  • Maintain accurate records of client interactions and policy details.
  • Meet or exceed sales targets and contribute to team success.

Requirements

  • Proven experience as a Property and Casualty Insurance Agent or similar role.
  • Active Property and Casualty insurance license in the appropriate state.
  • Strong knowledge of the property and casualty insurance industry and products.
  • Excellent communication and interpersonal skills.
  • Proficiency in using insurance management software and CRM systems.
  • Self-motivated with strong organizational and time management skills.
  • Ability to analyze client needs and provide tailored insurance solutions.
  • Willingness to stay current with industry developments and changes in regulations.

Benefits

  • 100% remote job working in the comforts of your home
  • Non-toxic environment
  • Growth potential

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