Insurance Agent - Sales

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

• →Actively contributes to solution innovation and sales efforts, utilizing consultative selling techniques to identify customer needs, communicate value, and convert prospective clients into policyholders. 

• →Sales Targets: Meet or exceed monthly, quarterly, and annual sales goals by leveraging inbound & outbound sales opportunities, utilizing effective closing techniques, maximizing conversion rates, and achieving established productivity, quality, and customer satisfaction objectives. 

• →Customer Engagement: Engage with prospective customers to understand their needs, educate them on available pet insurance options, provide clear and accurate information, and recommend appropriate coverage solutions. 

• →Training and Development: Participate in ongoing training, coaching, and professional development activities to enhance sales effectiveness, product knowledge, and understanding of industry trends and best practices. 

• →Compliance & Regulatory Adherence: Maintain a thorough understanding of applicable federal and state insurance regulations, licensing requirements, company policies, and compliance standards. Ensure all required disclosures are communicated accurately and consistently throughout the sales process. 

• →Lead Management & Follow-Up: Consistently manage and follow up on inbound leads and sales opportunities in a timely manner to maximize conversion rates and achieve individual and team performance goals. 

• →Consultative Selling: Utilize effective discovery techniques to uncover customer needs, present tailored insurance solutions, address objections professionally, and guide prospects through the decision-making process. 

• →Documentation & Accuracy: Maintain accurate and timely documentation of customer interactions, sales activities, and policy information within company systems while adhering to recordkeeping requirements, data privacy standards, and quality expectations. 

• →Team Collaboration: Foster a positive and collaborative team environment by sharing best practices, supporting colleagues, participating in team initiatives, and contributing to overall department success. 

• →Performance & Accountability: Demonstrate a strong work ethic, self-motivation, accountability, and a results-driven mindset. Consistently maintain high levels of productivity, professionalism, attendance, and customer satisfaction. 

• →Customer Experience: Deliver exceptional customer service by building trust, establishing rapport, and acting in the best interest of the customer while maintaining ethical sales practices and regulatory compliance. 

• →Continuous Improvement: Actively seek feedback, embrace coaching opportunities, and apply learned skills and best practices to improve sales performance, customer outcomes, and overall effectiveness. 

• →Performs other duties and responsibilities as assigned to support team sales objectives and contribute to a high-performing sales organization. 

• 2 years of sales, call center, or relevant experience preferred 

• Must have and maintain a Property & Casualty License or be willing to obtain one within 45 days of hire—with support and guidance provided by our company to help you secure the license. 

• Consultative Sales & Closing Skills 

• Customer Focus & Relationship Building 

• Regulatory Compliance & Insurance Disclosures 

• Communication & Active Listening 

• Results-Oriented & Highly Driven 

• Teamwork & Collaboration 

• Accountability & Professionalism 

• Time Management & Organization 

• Adaptability & Continuous Learning 

• Problem Solving & Critical Thinking 

• Customer Retention & Satisfaction 

• Attention to Detail & Documentation Accuracy