Insurance Customer Service and Sales Representative

As an insurance customer service and sales representative, your role combines two key functions: providing excellent customer service to existing clients and generating new sales opportunities. Here's an overview of what your responsibilities might entail:

Customer Service:

• Handling inquiries: You'll assist clients with questions about their policies, coverage details, claims process, billing inquiries, and any other concerns they may have.
• Problem-solving: Addressing client issues or complaints effectively and efficiently, ensuring customer satisfaction and retention.
• Policy management: Updating client information, processing policy changes, and managing policy renewals.
• Claims support: Guiding clients through the claims process, assisting with claim submissions, and following up to ensure timely resolution.

Sales:

• Lead follow-up: Contacting leads generated through various channels such as inbound inquiries, referrals, or marketing campaigns.
• Needs assessment: Conducting thorough assessments of potential clients' insurance needs and recommending suitable coverage options.
• Presenting solutions: Explaining insurance products, coverage benefits, and pricing to prospective clients, tailoring your recommendations to meet their specific needs.
• Closing sales: Persuading prospects to purchase insurance policies and guiding them through the application process.
• Cross-selling and upselling: Identifying opportunities to offer additional insurance products or coverage enhancements to existing clients.

Relationship Building:

• Building rapport: Establishing trust and rapport with clients by demonstrating empathy, professionalism, and expertise.
• Client retention: Proactively reaching out to existing clients to review their coverage, address any concerns, and identify opportunities to enhance their insurance portfolio.
• Follow-up: Follow up with clients after sales or service interactions to ensure satisfaction and reinforce the value of their insurance coverage.

Documentation and Compliance:

• Maintaining accurate records: Documenting all client interactions, sales activities, and policy changes in the company's CRM system.
• Compliance adherence: Ensuring that all sales and customer service activities comply with regulatory requirements and internal policies.

To excel in this role, you'll need strong communication skills, a customer-centric mindset, and the ability to multitask effectively. Being knowledgeable about various insurance products, industry trends, and regulatory guidelines is also essential. Additionally, having a proactive attitude toward sales and a genuine desire to help clients protect their assets and mitigate risks can contribute to your success in driving both customer satisfaction and sales growth.

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

• Develop insurance quotes, make sales presentations, and close sales.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Treat each customer contact as a cross and up-sell opportunity, including financial products.

Professional phone etiquette.

Career-minded vision.

Follow through and exceed current and prospective client expectations.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required. (We can help you obtain this!)

A Life & Health Insurance license is required. (We can help you obtain this!)