Role Overview - 4 Day Work Week!

Schedule: MondayThursday, 6 hours per day (e.g., 9:00 AM 3:00 PM)

As a Marketing Fact Finder, you will serve as the initial point of contact for potential clients. Your primary responsibility will be to gather essential information from homeowners to assess their insurance needs. This role is crucial in helping our agency connect with and assist more families in securing appropriate coverage.

What We Offer:

• A supportive team environment with opportunities for growth.
• Comprehensive training and ongoing support.
• Flexible daytime hours to accommodate work-life balance.

Compensation: Competitive hourly wage plus performance-based bonuses

Hourly Base Salary + Commission

Flexible Schedule

Career Growth Opportunities

Key Responsibilities:

• Engage with homeowners to collect pertinent information regarding their insurance requirements.
• Input and manage client data accurately in our CRM system.
• Collaborate with the sales team to ensure a seamless transition from initial contact to policy discussion.
• Meet new business production goals and objectives as established.
• Prospects for new business by following sales leads generated from referrals, networking, marketing, and lead databases.

Qualifications:

• Strong interpersonal and communication skills.
• Detail-oriented with excellent organizational abilities.
• Comfortable using basic computer applications and CRM systems.
• Prior experience in customer service or sales is a plus but not mandatory.