Customer Service - Insurance Sales

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full‑time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

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

• Paid Time Off (PTO)
• Flexible Schedule
• Dental Insurance
• Vision Insurance
• Hands on Training
• Career Growth Opportunities
• Health Insurance

• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Provide exceptional customer service.
• Maintain client relationships with follow up phone calls.
• Maintains inventory of office supplies and forms - places orders weekly.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coach able.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Professional phone etiquette.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Strong communication skills, both oral and written.
• Bilingual, fluent in both English and Spanish is REQUIRED..