Job description
Woodland Park Insurance Services (WPI) is an Independent Insurance Agency. We are a family run business that has been servicing and binding Personal Property insurance policies for nearly 60 years. We also service a small base of commercial policies with intentions to grow in this capacity. (for details about our company, visit www.wpins.com)
We have an immediate need for a Licensed Property and Casualty Agent to join our team. This job is 100% remote, applicants must reside in the state of Montana and hold an active MT resident P&C insurance license. Residents in Nevada and California "may" be considered.
Primary duties will be to help service an active book of business in the states of California, Montana and (soon) Nevada, AND most importantly, sell and bind new business. WPI will register and pay the fee for the CA and NV non-resident licenses (no additional testing required... we just register and pay the fee for you).
All of our staff is remote and in multiple locations. We have a very friendly and supportive team environment and have perfected our ability to all stay connected and transparent as a happy team unit. Nobody on the team ever feels isolated. We embrace modern/digital technology, have fun, help each other and enjoy putting our clients needs first as we try to encourage them to have a better day in today's Post-Covid Era.
Our philosophy for our staff is that your personal life and health come first, and work should fit around that. Of course, we are a Customer-Focused Business and rely on client-retention and sales, but management feels that leading with a "we care about you" attitude towards staff results in quality and high output results from the team. During the interview, this will be explained in more detail.
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Base Pay to start is $45,000 - $55,000+++ (This is your base to start and depends on experience. See below for how you can start to earn more within the first 30-90 day evaluation period....)
· Guaranteed Monthly-incentive bonus (available after 30-90 days.)
· Guaranteed uncapped commissions. (available after 30-90 days.) This will be for monthly “new’ sales.
· Medical, Dental and Vision coverage.
· Paid vacation and sick leave (accrual will begin on day one)
· There is ALWAYS an opportunity for growth with proven talent and loyal staff.
All of the above will be explained in more detail during the interview.
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Typical duties:
- Participating in taking inbound calls
- Processing policy endorsements on the client’s behalf . (we will train you on all of the Carrier portals…. We have many appointments)
- Quoting for Prospects and Closing sales. This is primarily for Personal lines, but also will include Commercial Auto and Small Business policies.
- Maintaining very detailed records in our Agency Management System
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Requirements:
- High School diploma
- Active Property & Casualty License
- Montana resident
- Computer with high speed internet access (ideally with double monitors and a reliable headset)
- 1-2 years of experience working for an insurance company or agency. Preferably, experience should include some Sales (binding policies). This may include closing sales for new prospects and/or cross selling to existing clients. Sales experience in a different industry will be considered as well.
- Comfortable with technology. MS 365 Office
- MUST be very detail oriented with an inherent respect for completing error free tasks. This is very necessary in our industry which is regulated by each state’s Department of Insurance. This needs to be proven during the probation period. (this will also be carefully explained in the interview.)
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HIGHLY DESIRED but not required:
- Four-year college degree
- Some experience in the banking industry is an additional plus
- If you have experience using the Hawksoft Agency Management system, this is a huge plus.
- Experience quoting and servicing with multiple insurance carriers. In Montana, we have appointments with Progressive, Travelers, Safeco and RLI. In CA, we have many more, and our primary book of business is with Mercury Insurance. We will train!
- Having a good track record with closing sales is an additional bonus as well.
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Our book of business is primarily with Auto and Homeowner. We also have many bundled polices that include Earthquake and Personal Umbrella. We have a strong intention to grow in the areas of Flood, Recreation vehicles (Motorcycle, ATV, RV, Mobile Home, eBikes, Snow Mobiles, Boats etc), Pet insurance , Events (such as weddings), Business Auto, BOP, Cybersecurity etc… We already have some policies in our book for these lines, but desire to grow and already have appointments with carriers that offer these LOB’s.
~Equal Opportunity Employer, but we do perform background checks and require a clean record.
Job Type: Full-time
Pay: $46,000.00 - $56,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Supplemental pay types:
- Bonus pay
- Commission pay
Weekly day range:
- Monday to Friday
Work setting:
- Remote
Application Question(s):
- Are you a resident currently living in Montana? (CA and NV may also be considered. Due to payroll tax laws, I am not licensed to employee staff outside of these states)
License/Certification:
- Insurance P&C Producer License (Required)
Work Location: Remote
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