Insurance Agents/Property & Casualty - Remote

As an Insurance Agent at Sutherland, your primary responsibilities will include managing inbound and outbound calls related to Property & Casualty insurance inquiries, effectively answering customer questions, and gathering information for accurate quotes. You will also verify employment and financial documentation, ensuring all customer details are correct and up-to-date.

To qualify as an Insurance Agent at Sutherland, candidates must possess an active Property & Casualty insurance license valid in their state of residence. Additionally, a high school diploma or equivalent is required, along with solid experience using Microsoft Office Suite to handle documentation and communications.

Absolutely! Sutherland values internal growth, and approximately 80% of our frontline leaders have been promoted from within. As an Insurance Agent, you'll have access to various lateral moves and advancement opportunities, paving the way for a successful career in the insurance industry.

Sutherland offers comprehensive support for remote Insurance Agents, including all necessary equipment to perform your job effectively. Candidates will need a stable internet connection and a quiet workspace, but we ensure that our team members have everything they need to succeed while working from home.

At Sutherland, we run monthly recognition and incentive programs designed to celebrate the hard work and achievements of our Insurance Agents. Whether through performance incentives or acknowledging milestones, we believe in recognizing contributions that help us achieve exceptional customer service.

In your response, emphasize your listening skills and ability to empathize with the customer's situation. Share specific examples of strategies you've used to de-escalate conflicts, such as remaining calm, asking open-ended questions, and offering solution options to address their concerns.

Highlight your familiarity with Salesforce or any ticketing software you've used. Discuss how you've utilized these tools for tracking customer interactions, managing inquiries efficiently, and ensuring that follow-ups are timely and accurate.

Talk about how personal goals drive your sales efforts, whether that's achieving targets, earning incentives, or the satisfaction of helping customers find the best solutions. Share anecdotes that demonstrate your commitment to excellence and results.

Detail your preparation process, including researching the client's background, understanding their potential needs, and preparing key talking points. Emphasize the importance of having all necessary documentation ready to ensure a smooth call.

Mention any industry blogs, podcasts, or resources you follow to keep your knowledge current. Discuss how continuous learning is important to you for providing the best service to your clients.

Reflect on your strengths that align with Sutherland's mission, such as your communication skills, customer service experience, and passion for technology. Tailor your answer to connect these qualities with the specific responsibilities of the role.

Describe how you would actively listen, validate their feelings, and assure them that you are there to help. Discuss the importance of empathy and clear communication in easing their concerns.

Convey that listening to the customer’s needs and providing tailored solutions is vital. Highlight the importance of follow-up and ensuring that all customer interactions leave a positive impact.

Discuss strategies such as prioritization, time management techniques, and the importance of keeping logs to track each customer's status. Emphasize your ability to multitask while maintaining a high level of service.

Mention the importance of honesty and letting the customer know you will find the information they need. Discuss using provided resources or reaching out to colleagues for assistance as necessary.