Licensed Insurance Representative
Listed on 2026-09-20
-
Sales
Customer Success Management -
Customer Service/HelpDesk
Customer Service Rep, Customer Success Management
Terms
I am at least 18 years old
I am legally authorized to work in the United States
We are seeking a dedicated professional to join our team in a dynamic role that bridges exceptional customer service with proactive relationship growth. This position plays a critical role in delivering a high-quality customer experience by handling both inbound interactions and outbound opportunities. You will balance daily operational support with agency growth, maintaining a service-first mindset while identifying opportunities to expand customer relationships and protect what matters most to our clients.
Whether navigating system workflows, answering incoming calls, or reaching out to prospective clients, you will bring resilience, empathy, and strong communication to every interaction.
- Competitive Earning Potential:
Base hourly pay plus commission and bonus opportunities. - Skill-Based Pay Increases:
Earn an additional $1.00 per hour for each additional valid insurance license you hold. - Comprehensive Training:
Extensive on-the-job training covering insurance products, CRM systems, objection handling, and quoting workflows to set you up for success. - Professional Growth:
Opportunity to develop advanced sales, leadership, and customer relationship management skills in a supportive, growth-oriented environment.
- Deliver a high-quality customer experience through responsive, professional, and clear communication across both verbal and written channels.
- Handle incoming customer inquiries, service requests, quote support, and appointment coordination.
- Conduct outbound calling, navigate initial customer hesitation or rejection, and proactively build relationships.
- Accurately document customer information, interactions, notes, and task lists within CRM and agency systems.
- Manage a high volume of daily tasks with urgency, strong attention to detail, and consistency in a fast-paced environment.
- Identify opportunities during service and sales interactions to expand customer coverage and guide clients toward informed decisions.
- Assist teammates with support tasks and collaborate effectively to support overall agency success.
Working hours:
9:00 AM - 5:00 PM
- Insurance Knowledge:
Familiarity with insurance products, coverage basics, terminology, and agency workflows. - System Familiarity:
Experience working with CRM applications, agency systems, and documentation standards. - Advanced Communication:
Experience with needs-based conversations, advanced objection handling, cold outreach, and relationship building. - Workflow Optimization:
Proven ability in task prioritization, customer follow-up cadences, and managing quoting workflows.
Education:
High School
Experience:
1-4 years
- Active Insurance License:
Currently possess an active insurance license (or have the ability to obtain one immediately). - Computer Proficiency:
Basic computer skills, including email, accurate data entry, and navigating digital systems. - Customer Interaction & Communication:
Demonstrated ability to communicate clearly, politely, and effectively with diverse personalities and demographics. - Task Management & Detail Orientation:
Strong detail management skills with proven consistency handling a high volume of tasks in a fast-paced setting. - Sales & Service Resilience:
Experience in sales, outbound calling, or customer-facing roles requiring persistence, self-motivation, and comfort handling rejection.
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity
Empl…
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