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 Executive Assistant 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, licensing, and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Salary Range: $45,760.00 - $70,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Hands on Training

Parental Leave

California Property and Casualty licenses are not required to apply, but must be able to obtain

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• A Property & Casualty license is preferred but will train good individual.
• Prior Sales Experience.
• Works well with other employees and is a team player with a positive attitude.
• Strong communication skills, both oral and written.
• Bilingual, fluent in both English and Spanish is beneficial.

• Meet new business production goals and objectives as established.
• Develop insurance quotes, makes sales presentations, and closes sales.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Generating insurance quotes.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• 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.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone
• Educate clients on the insurance policies that best suit their needs
• Provide policies to new clients and explain benefits/risks of the policy