Insurance Sales Specialist

Overview

You grow your portfolio by actively prospecting from an existing base of identified clients.

You support clients in their loan insurance projects. Your objective: help them save money and/or obtain a higher level of coverage.

Your role is to make the process as simple as possible by removing all administrative burden: Pretto handles 100% of the transfer from insurer A to insurer B.

You identify referral opportunities among your clients.

You contribute to the development of the insurance team by helping continuously improve our processes and our tools & tech.

Responsibilities

• Grow your portfolio by actively prospecting from an existing base of identified clients.
• Support clients in their loan insurance projects with the objective to save money and/or obtain higher coverage.
• Simplify processes by removing administrative burden; Pretto handles 100% of transfers between insurers.
• Identify referral opportunities among clients.
• Contribute to the development of the insurance team by helping continuously improve processes and tools & tech.

Requirements

• At least one initial commercial/sales experience (including internships or work-study placements).
• Strong interpersonal skills and ease on the phone.
• Ability to be pedagogical: you simplify and explain opaque administrative processes to clients.
• Excellent written and verbal communication.
• Curiosity and a desire to learn quickly from diverse profiles (web, software engineers, credit specialists, etc.).
• A flair for organization and rigor: two essential qualities to succeed in this role!

ATS Optimization Keywords

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This feature helps candidates tailor their applications more effectively.

• interpersonal skills
• communication
• pedagogical ability
• organizational skills
• rigor
• curiosity
• adaptability