Customer Service Sales Rep

Job Description

We are seeking a motivated and detail-oriented Customer Service Sales Representative to join our dynamic insurance team. This position is a in the office with some flexibility, combining exceptional customer service skills with the ability to drive sales growth. You’ll play a key role in ensuring client satisfaction, growing our customer base, and helping individuals find the right insurance solutions.

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Hands on Training
• Mon-Fri Schedule
• Evenings Off
• Retirement Plan

Customer Service:

Handle inbound and outbound customer inquiries via phone, email, or in person.

Assist clients with policy questions, billing inquiries, claims processing, and general support.

Ensure timely follow-up with customers to resolve any issues.

Build and maintain positive client relationships by providing a seamless and personalized experience.

Sales:

Identify customer needs and offer tailored insurance solutions (auto, home, life, business, etc.).

Proactively cross-sell and upsell insurance products to existing and potential clients.

Meet or exceed individual and team sales goals.

Follow up on leads and referrals to drive new business opportunities.

Administrative Support:

Process policy changes, renewals, and cancellations accurately.

Maintain up-to-date client records and documentation in the system.

Support the sales team with administrative tasks as needed.

Compliance:

Adhere to all state and federal insurance regulations.

Maintain confidentiality and comply with company policies.

Must be able to pass a background

Must have a valid drivers license

Must be willing to get your insurance license