Job Overview
Join our dynamic team as an Insurance Sales and Customer Service Agent, where your enthusiasm and communication skills will drive customer satisfaction and business growth. In this role, you will actively engage with clients to understand their insurance needs, promote suitable policies, and provide exceptional service throughout the customer journey. Your energetic approach will help build lasting relationships, ensuring clients feel valued and confident in their coverage choices. This paid position offers an exciting opportunity to develop your sales expertise while making a positive impact on our customers’ financial security.
Responsibilities
- Engage with prospective and existing clients through outside sales efforts, including telemarketing and community outreach, to promote insurance products.
- Conduct thorough needs analysis to recommend tailored insurance solutions that meet individual client requirements.
- Negotiate policy terms and pricing with clients, ensuring mutual understanding and satisfaction.
- Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation.
- Provide comprehensive customer service by addressing inquiries, resolving issues promptly, and guiding clients through policy options.
- Collaborate with marketing teams to develop strategies that attract new customers and retain existing ones.
- Ensure compliance with industry regulations such as HIPAA (Health Insurance Portability and Accountability Act) by safeguarding sensitive client information.
Skills
- Proven experience in outside sales, retail sales, or telemarketing with a focus on insurance or financial products.
- Strong negotiation skills to close deals effectively while maintaining positive client relationships.
- Excellent communication skills in multiple languages; bilingual abilities are highly valued for serving diverse communities.
- Proficiency in sales administration tools and analysis skills to track performance metrics and identify growth opportunities.
- Ability to perform detailed analysis of client needs and insurance options to recommend appropriate policies.
- Knowledge of marketing principles to enhance outreach efforts and increase brand awareness.
- Familiarity with benefits administration, customer service best practices, and compliance standards such as HIPAA regulations for health-related insurance products. Embark on a rewarding career where your proactive attitude and dedication will help clients secure their futures while advancing your professional journey!
Pay: $36,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Application Question(s):
- This position requires you to get licensed, will that be ok?
Ability to Commute:
- Livermore, CA 94550 (Preferred)
Work Location: In person
