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Insurtech Sales Producer - Remote

Posted 66 weeks ago
Sales / Business
Full Time
CA, USA

Overview

This remote position involves prospecting, quoting, and selling insurance products while maintaining strong client relationships and ensuring client satisfaction.

In Short

  • Prospect new clients and sell insurance products.
  • Create marketing proposals and manage content for RFPs.
  • Cross-sell additional products and services.
  • Develop marketing plans and materials.
  • Deliver timely advice and professional counsel to clients.
  • Maintain positive relations with clients and stakeholders.
  • Stay updated on industry trends and regulations.
  • Occasional travel required.
  • Must hold appropriate insurance licenses.
  • Three years of insurance industry experience required.

Requirements

  • Bachelor's degree in a relevant field or equivalent experience.
  • Self-motivated with strong communication skills.
  • Proficiency in Microsoft Office and Adobe.
  • Ability to travel occasionally.
  • Positive attitude and professionalism.
  • Experience with Requests for Proposals preferred.
  • Advanced degree and certifications in the field are a plus.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • 401k plan.
  • Paid vacation, holidays, and sick days.

SummitHR

SummitHR

SummitHR is a dynamic company specializing in residential loan underwriting, particularly focusing on Home Equity Conversion Mortgages (HECM). The company is dedicated to ensuring compliance with industry standards and regulations while providing exceptional service to its clients. SummitHR fosters a collaborative environment where Loan Originators, Branch Managers, and Processors work together to secure necessary documentation and deliver timely loan decisions. With a commitment to maintaining high underwriting quality and a strong understanding of FHA/HECM policies, SummitHR is well-positioned in the mortgage industry, adapting to the fast-paced changes and challenges of the market.

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