Job Description
Job Description
If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our San Antonio insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team (In-office).
At IBC Insurance Agency Ltd we pride ourselves on our outstanding insurance products and customer service. Two-year Insurance Personal Lines Service experience, Bilingual, fluent in both English and Spanish is Preferred
Benefits
Health Insurance
Life Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Paid Time Off (PTO)
Responsibilities
- Coordinate day to day service needs for clients
- Collaborate with Production team on strategy and marketing for new and renewal coverages
- Document each customer contact in Applied Epic.
- Take premium payments from customers.
- Ask each customer for referrals and explain our referral program.
- Share training and education knowledge and expertise with team members.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products.
- Prospecting and generating new business through leads & referral sources.
- Generating insurance quotes.
- Provide exceptional customer service.
- Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Stay up-to-date on industry market trends and best practices
Requirements
- Two-year Insurance Personal Lines Service experience
- Bilingual, fluent in both English and Spanish is Preferred
- Must have all licenses as required by the State Department of Insurance to discuss and / or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.
- High school diploma or equivalent
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