Customer Sales and Service Rep

Job Description

Are you a dynamic, driven and customer focused individual with a side interest in digital influencing and marketing? Let’s connect! Our office is rapidly growing, and we are looking to train the right individual to fit right into our agency. Our Customer Service and Sales Representative is responsible for providing exceptional customer service to our current clients and new prospects. This position is a corner-stone of the agency and is vital to our future growth and earnings.

Be a part of our rise!

We provide an "essential" service in these tough times. We are a premier agency specializing in Home, Life, Auto and Business insurance. We take our job seriously and tailor our clients’ policies to their needs. We care, and it shows in our results. Our dedicated staff work incredibly hard to ensure that our clients are completely satisfied! We only hire the best and most dedicated employees to our team.

Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

• Meet new business production goals and objectives as established.
• Process customer policy change requests.
• Handle all incoming claim calls from customers.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Present and explain insurance policy options based upon prospective client needs and their personal goals.
• Play an active, productive role towards achieving the Agency goals

• Four-year college degree highly preferred. High school diploma required.
• Licensure (current) in P&C and Life/Health preferred.
• Work experience in project coordination, customer engagement and team driven environments highly preferred.
• Thrives in a fast paced, metrics-oriented environment.
• Basic PC and basic math skills, strong analytical capability, conflict resolution skills, bilingual capabilities (preferred) and strong verbal and written communication skills.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Proficiency to multi-task, follow-thru and follow-up.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Be able and willing to obtain Property & Casualty Insurance and Life & Health Insurance licenses within 90 days of hire.
• Strong communication skills, both oral and written.
• Ability to tactfully handle stressful and difficult situations.
• Strong work ethic and leadership skills.

Young, growing agency with the support and mentorship from a distinguished District and staple Carrier within the insurance industry.

Young, growing agency with the support and mentorship from a distinguished District and staple Carrier within the insurance industry.