Job Description

Our office is rapidly growing and we are looking to train the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.

Insurance industry experience and knowledge is required.

BENEFITS Health Insurance

Life Insurance

Paid Holidays

Base Salary with Commissions 

Paid Time Off (PTO)

401K Plan

RESPONSIBILITIES

• Meet new business production goals and objectives as established.

• Solicits for new business via telephone, networking, and other lead sources.

• Develop insurance quotes, makes sales presentations, and closes sales.

• Process customer policy change requests.

• Secure all Trailing Documents from customers.

• Handle all incoming claim calls from customers.

• 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.

• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

• Answer incoming phone calls on the first ring.

• Return all phone messages promptly.

• Share training and education knowledge and expertise with team members.

• Thoroughly understand and follow all underwriting, rating and compliance requirements.

• Prospecting and generating new business through leads & referral sources.

• Generating insurance quotes.

• Provide exceptional customer service.

• Be outstanding at relationship building.

• Obtain prospects information such as name, address, vehicle information and enter into quote sheets

• Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases

• Presents and explains insurance policy options based upon prospective client needs and their personal goals

• Provide customers with additional information about new products and services

• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe

REQUIREMENTS

• 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.

• Create relationships from a cold start.

• Proficiency to multi-task, follow-thru and follow-up.

• Excellent Communication/interpersonal skills.

• Confident, self-starter who works well independently.

• A property & casualty license is preferred but will train good individual.

• Prior Sales Experience.

Bilingual, fluent in both English and Spanish is beneficial. Adhering to strict FCC rules, please don’t apply if you have any felony related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules.