Job Description

Job Description

Job Description

Our agency is expanding and we are looking to hire the right individual to join our outstanding team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance. They will also be responsible for marketing events, cold-calling new clients, past clients and warm leads.

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. We pride ourselves on our outstanding insurance products and customer service.

**All applicants MUST complete an online assessment upon applying for this position to be further considered.**

Hourly Base Salary + Commission

Hands on Training

Mon-Fri Schedule

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Be outstanding at relationship building.
• Develop and maintain client relationships.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Maintains phone time or sales quotas as determined by management.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
• Presents and explains insurance policy options based upon prospective client needs and their personalgoals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Work independently and as part of a team.
• Develop and implement new marketing and sales strategies.
• Participate in regular team meetings and brainstorming sessions.
• Handle customer renewals.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Prior Sales Experience.
• Must be highly self-motivated.
• Professional phone etiquette.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• Minimum 1 year prior sales experience preferred.
• Be equipped with great listening and closing skills.
• Bilingual, fluent in both English and Spanish is beneficial.
• No insurance experience required but must be willing to learn

Ability to take initiative, be proactive, and think outside the box.

Ability to identify and solve problems, think critically, and make decisions quickly.

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