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Jr. Sales Associate - Disability & Advanced Planning (New Grad)

Company: Policygenius
Location: Durham
Posted on: October 10, 2021

Job Description:

DI Sales Associate at Policygenius...

Do you take pride in delivering an awesome experience for customers? Are you a team-player and a great communicator? Do you love getting into the nitty-gritty and have a keen eye for process? You might be a good fit for our growing Disability & Advanced Planning team!

Our high-performing Disability & Advanced Planning team is focused on helping our customers through their journey in purchasing disability insurance & life insurance -- and making sure they feel good about it! 

In this role, you will…

  • Pass your life & health insurance licensing exam and complete comprehensive onboarding, receive additional training to specialize as a DI & Advanced Planning Sales Associate:
  • Exhibit strong attention to detail while carefully reviewing documents for completion and accuracy
  • Develop phone and chat skills to communicate with clients via phone, email and SMS as you consult them through their decision making in purchasing the right policy
  • Learn and master consultative selling techniques to ensure coverage meets individual customer needs via phone, email and SMS
  • Master workflows while navigating insurance carrier products and our proprietary CRM software, and take the wheel when troubleshooting and proposing solutions
  • Answer customer questions about disability insurance, the policy they've been approved for, changes in health class, and delivery requirements, all while maintaining a positive attitude
  • Communicate masterfully when working with internal stakeholders and leaving internal notes for your colleagues 
  • Provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience

We’d love to hear from you if…

  • You have a Bachelor’s degree (preferred)
  • You're interested in jump-starting your career in a fast-paced, high growth startup environment that values collaboration and puts the customer first
  • You have exposure to data entry, document review, other detail-oriented organizational tasks AND/OR customer-facing work such as sales, customer service, client experience, or similar
  • You’re quick to adapt to new technology and can easily navigate multiple computer systems and interfaces simultaneously 
  • You communicate precisely, professionally and with enthusiasm in both verbal and written communication with internal and external stakeholders alike
  • You possess a positive attitude, effective problem-solving skills, and passion for helping customers
  • A deep appreciation for the power of a well-placed gif

You’ll get...

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Flexible PTO
  • Training, mentorship and coaching from leadership
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Fun, diverse, open-minded coworkers!

About Policygenius

Policygenius is America's leading online insurance marketplace. We launched in 2014 and made our mark as an early insurtech pioneer. Our mission is to help people get financial protection right — and feel good about it — and we make it easy for our customers to understand their options, compare quotes, and buy insurance, all in one place. We’ve helped more than 30 million people shop for all types of insurance like they shop for everything else — online — and have placed over $60 billion in coverage. In early 2020, we announced our Series D funding round of $100 million, bringing our total funding to just over $150 million.

At Policygenius, we’re proud of building an environment that encourages our teammates to bring their authentic selves to work. Despite rapid growth (we’ve doubled in size year over year!), we’ve continuously maintained our inclusive culture through humility, hard-work, and humor, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team. Come see why we’ve been voted one of Inc. Magazine's "Best Workplaces" four years in a row!

Diversity at Policygenius

Policygenius believes differences should be celebrated and is committed to building a team as diverse as the customers we serve. We welcome different perspectives and opinions to foster innovation, authenticity, and excellence across all parts of our company, and are committed to providing employees with a work environment free of discrimination and harassment.

As an Equal Opportunity Employer, Policygenius highly encourages applicants from all walks of life. All employment decisions at Policygenius are based on business needs, job requirements and individual qualifications without regard to actual or perceived race, color, sex, pregnancy, sexual orientation, gender identity or expression, age, national origin, political affiliation or belief, religion, disability, uniformed service, marital status or any other status protected by law. 

Come join the team!

Keywords: Policygenius, Durham , Jr. Sales Associate - Disability & Advanced Planning (New Grad), Other , Durham, North Carolina

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