Job Description
Job Description
Benefits :
- Bonus based on performance
- Dental insurance
- Training & development
- Vision insurance
ROLE Description
Our Agency is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers.
As Sales Insurance Account Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position.
Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.
We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIES :
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
QUALIFICATIONS :
- Previous sales experience is preferred, but not required. Candidates with a strong passion for sales and excellent communication skills in both English and second language will also be considered.
- Strong interpersonal skills, with the ability to establish rapport and build relationships with clients in both English and second language .
- Excellent communication and presentation skills, with the ability to explain complex insurance concepts in a clear and concise manner in both English and second language .
- Self-motivated and driven to achieve sales goals, with the ability to work independently and as part of a team.
- Knowledge of insurance products, policies, and industry regulations is a plus, but not required. Willingness to learn and obtain necessary licenses and certifications.
- Proficient computer skills, including MS Office and CRM software, to manage client information, track sales activities, and generate reports.
- High level of integrity, professionalism, and ethical conduct in all business dealings.
- Valid driver's license and reliable transportation to meet with clients as necessary.
- Dedicated to customer service
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Able to obtain Property and Casualty License
- Able to obtain a Life / Health License
- Able to achieve mutually agreed upon marketing goals
- Interested in marketing products and services based on customer needs
BENEFITS :
- Salary plus commission / bonus
- Paid time off (vacation and personal / sick days)
- Health benefits
- Growth potential / Opportunity for advancement within my office
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