Inside Sales Representative (Small Business) at CNA

| Lake Mary
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Job Summary
Under general supervision responsible for telephone sales and customer service resulting in increased business opportunity. This is an inside sales position.
Essential Duties & Responsibilities
  • Counsels existing and potential customers on insurance products and services. Includes interpreting coverage identifying gaps and recommending solutions.
  • Builds strong relationships with agents and Field Sales Specialists to generate increased business opportunities.
  • Identifies sales opportunities and uses consultative selling skills to write new business cross-sell coverage and respond to customer concerns.
  • Regularly communicates with policyholders regarding insurance products and coverages to prevent the potential for errors and omissions. Also prepares quotes and answers questions from agencies policyholders or other external contacts and escalates issues as necessary.
  • Reviews Applications and financial requirements for risk requiring moderate technical underwriting skills. Determines acceptability of Risk in accordance with compnay guidelines and standards.
  • Effectively manages sales opportunity pipeline. Proactively calls agents and clients to offer insurance solutions.
  • Maintains property and casualty licenses and stays up to date on rules and regulations related to servicing customer insurance needs.

Reporting Relationship
Supervisor or above
Skills Knowledge and Abilities
1. Solid knowledge and understanding of insurance industry products and services.
2. Solid understanding of CNA's products and services.
3. Strong interpersonal verbal and written communication and telephone skills. Ability to effectively interact with internal and external business partners.
4. Customer service focus and ability to resolve issues and problems.
5. Knowledge of Microsoft Office Suite as well as other business-related software.
Education and Experience
1. Associates degree in related field or equivalent experience.2. Typically a minimum of two years of sales experience.3. Appropriate licenses as required.
Must maintain or obtain FL 220 License within 6/12 months of Employment
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Technology we use

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What are CNA Perks + Benefits

CNA Benefits Overview

One of the many advantages of working at CNA is the benefits program we offer you and your eligible dependents,
beginning on the first day of your employment. The program features a variety of plans that provide health care
benefits, well-being, disability and survivor protection, and 401(k) savings, among others. Below are highlights
of the offerings.

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Dedicated Diversity/Inclusion Staff
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Online course subscriptions available

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