Insurance Client Advisor
Blend Insurance – Blend Insurance
Blend makes the process of getting a loan simpler, faster, and safer. With its digital lending platform, Blend helps financial institutions including Wells Fargo and U.S. Bank increase productivity and deliver exceptional customer experiences. The company processes nearly $2 billion in loans daily, helping millions of consumers gain access to the capital they need to lead better lives.
Blend is now helping the insurance industry evolve and empowering it with the help of technology; Blend Insurance Agency will provide borrowers with the option to 1) shop and 2) purchase homeowners insurance.
As an Insurance Client Advisor at Blend Insurance you’ll identify and articulate how Blend can unlock significant value for customers and carriers and truly transform the technology that powers the home insurance process. As an early member of the Insurance team at a growing startup, you’ll have the opportunity to help define our process, participate in strategic decisions and help develop the culture.
How you'll contribute:
- Utilize a consultative sales approach to sell insurance policies to prospective policy holders by providing rate quotes and coverage information
- Counsel prospects and policyholders on coverage, limits, and help assess their goals and needs in a timely manner
- Make customized product recommendations based upon your assessment
- Close inbound sales from leads for homeowners insurance
- Service and maintain renewal policies
- Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
- Act as initial contact in addressing customer concerns regarding establishment of policies and new account status
- Provide prompt, accurate, and friendly customer service
- Utilize active listening and critical thinking skills to quickly analyze and clearly understand a specific request or customer need
- Act as a broker for top insurance companies
- Develop a rapport based upon trust and integrity
Who you are:
- A current Property & Casualty license
- 3+ years of insurance sales experience with a proven track record of sales skills and abilities in a Contact Center
- Passion for providing a great customer experience
- Ability to work in a dynamic environment, and adapt at mastering new processes and procedures
- Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
- Strong computer skills and aptitude to quickly learn new systems
- Must have a high level of initiative, drive and desire/openness to learn new skills and information
Benefits and Perks:
- Meaningful equity and a 401(k) plan
- Comprehensive health benefits
- Sponsored gym memberships, ClassPass credits, or wellness stipend.
- Lunch, dinner, snacks, and Pizza Fridays
- On-site meditation, yoga, and massages
- Flexible work schedule, with open vacation policy
- 4 months of paid parental or personal leave
- Convenient location, with parking programs, and flexible commuter options
Blend is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status disability status, or any other characteristic protected by law. We will consider for employment all qualified applicants with arrest and conviction records in a manner consistent with applicable law, including the San Francisco Fair Chance Ordinance.