Inside Sales and Service

Job Description

Harlow Insurance Agency, a leading insurance provider in Santa Barbara, California, is seeking a dedicated individual to join our team as an Inside Sales and Service Representative. At Harlow Insurance, we value building solid relationships with our clients and serving our local community with the highest level of integrity and professionalism.

This role is perfect for someone who is passionate about connecting with customers, understanding their insurance needs, and providing exceptional service. As an Inside Sales and Service Representative, you will be the face of Harlow Insurance, responsible for helping clients navigate their insurance options and ensure they have the coverage they need to protect what matters most. Join us in our mission to provide peace of mind and security to our valued clients.

• Retirement Plan
• Career Growth Opportunities
• Hands on Training
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance

Client Interaction:
Establish rapport with clients, assess their insurance needs, and recommend suitable coverage options.

Policy Management:
Assist clients in managing their insurance policies, including updates, renewals, and claims processing.

Customer Support:
Provide timely and efficient customer service, addressing inquiries, and resolving issues to ensure client satisfaction.

Sales Support:
Collaborate with the sales team to identify cross-selling opportunities and maximize client retention.

Documentation:
Maintain accurate records of client interactions, policy details, and service requests.

Licensing:
Active California Property & Casualty License preferred.

Experience:

Prior experience in insurance sales or customer service is advantageous.

Communication

Skills:

Excellent verbal and written communication abilities.

Customer Focus:
Strong dedication to providing outstanding service and support to clients.

Detail-Oriented:
Attentive to accuracy and thorough in completing tasks.

Team

Collaboration:

Ability to work effectively with colleagues towards common goals.

Organizational

Skills:

Capable of managing multiple tasks and priorities efficiently.