Job Summary:

The Customer Service and Sales Representative plays a key role in servicing existing clients, generating new business, and providing reliable support to ensure client satisfaction and policy retention. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.

Salary Range: $25.00 - $30.00 per hour

Benefits

Hourly Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• 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 be highly self-motivated.
• Professional phone etiquette.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• A Property & Casualty insurance license is required.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.

• Develop insurance quotes, make sales presentations, and close sales.
• Process customer policy change requests.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Work independently and as part of a team.
• Handle customer renewals.