The candidate will be an integral part of our successful team supporting the owner and agency producer with daily client insurance requests with products.  Making sure our new and existing clients' everyday needs and concerns are being taken care of in a professional manner.  You must be comfortable on the phone with a friendly I can do attitude.  Exceptional customer service is our key to our success. 

Only apply if you are a self-starter, motivated, outgoing, people person, can build relationships, dedicated, and hard loyal worker.  We offer a friendly and business casual work environment.  This is an in office position.  

Salary Range: $19.00 - $25.00 per hour

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Looking for an extremely detail-oriented person, has multi-task ability, self starter and eager to learn.  Able to work under fast paced environment for very busy office. 

Mature, self-confident demeanor, front office appearance.

Not afraid to handle issues as they come at you, able to ask questions, think outside the box to help resolve and find answers.

Enjoys to pay attention to details and great at figuring things out. 

Has good intuition and common sense.

Good customer service skills, pleasant demeanor, making clients feel comfortable is imperative. 

Great communication skills; written & oral.  Able to recall details of day-to-day tasks to relay information to owner or staff members.

Strong organizational skills, ability to remain focused with excellent follow through.

Computer literate *MS Word/Excel/Outlook) and ability to learn difference SRM systems.

Great opportunity for some one who enjoys working with people, dedicated to excellent customer service, desire to learn and have a career with our insurance agency.  This is a position that requires long term commitment. 

P&C license a plus, if not license must obtain by 45 days. Agency will reimburse after test passed.

Speaking with clients, discussing insurance concerns, requirements, premiums, coverages, cross selling.

Setting client appointments

Marketing

X-dating / Prospecting

Contacting prospective clients

Evaluating client's current coverages

Generating client proposals

Assisting with meeting personal goal requirements and team.

Making client presentations

Managing a daily sales funnel (Sales Force)

Day-to-day client servicing (most done by CSR)

Securing required documents, applications upon binding

Our local insurance agency is located in NEWBURY PARK. Our team takes pride in providing each and every client with exceptional customer service while delivering them insurance products that best suit their needs. We are constantly growing and adding talent to our well established agency. If you are looking for a rewarding career in the insurance industry, then we encourage you to apply to our team today!