Insurance Sales Representative - COBERTIA

About the role

We are looking for an Insurance Sales Representative for the property management channel at Housfy, to join our Insurance team and manage offices in Salou, develop and build loyalty within the community of owners policy portfolio, offering personalized advice and quality service to property managers.

What you'll do

Main responsibilities

• Advise property managers on the insurance needs of their communities, proposing appropriate coverages and conditions.
• Manage policy registrations, modifications, cancellations, and renewals, as well as documentation requests.
• Identify opportunities to transfer policies from other brokers or companies, preparing improvement proposals and coordinating their processing.
• Follow up on the portfolio, controlling expirations, returned receipts, and possible risks of client loss.
• Develop and build loyalty within the portfolio, detecting opportunities for growth and cross-selling.
• Make periodic visits to property management offices and attend community meetings punctually.

Job Objectives

• Grow the community policy portfolio, both in number and in premium volume.
• Ensure rigorous and agile management of policies, ensuring compliance with deadlines and the correct updating of documentation.
• Build loyalty with property managers, anticipating their needs and offering competitive solutions.
• Detect opportunities for improvement and defend the portfolio against competitor proposals.
• Build long-term relationships of trust with property managers and insurance companies.

What we're looking for

Professional Profile We Are Looking For

• University training, higher vocational training cycle, or equivalent.
• Training in insurance distribution appropriate to the functions of the position.
• Between 2 and 3 years of experience in insurance brokerage, preferably in community multi-risk.
• Knowledge of community insurance, civil liability, policy management, renewals, and transfers.
• Proficiency in office tools and CRM.
• Good communication, negotiation, and client advisory skills.
• Organizational capacity, proactivity, and orientation towards loyalty and commercial development.
• Catalan and Spanish essential
• Driving license and availability to travel.

What you'll get

• Joining the Housfy Insurance team.
• A role with responsibility over the management, development, and loyalty of a client portfolio.

How you'll work

• On-site position, with frequent visits to property management offices and punctual attendance at meetings.

Additional information

If you have experience in the insurance sector, you enjoy advising clients, and you want to develop long-term commercial relationships, we are waiting for you!