Job Summary
We are seeking a dynamic and energetic CSR/Producer to join our team, dedicated to delivering exceptional customer service while driving sales growth. In this role, you will serve as a vital link between clients and our insurance products, providing expert guidance on health, life, property, and casualty insurance options. Your enthusiasm for building lasting customer relationships, combined with your sales acumen and industry knowledge, will help us expand our client base and ensure their needs are met with professionalism and care. This position offers an exciting opportunity to leverage your multilingual skills, negotiation expertise, and sales experience in a fast-paced, rewarding environment.
Duties
- Engage with prospective and existing clients through outside sales efforts, including telemarketing and community outreach, to promote insurance products and services
- Build strong customer relationships by understanding their unique needs and offering tailored insurance solutions
- Conduct thorough client consultations to explain coverage options related to health, life, property, and casualty insurance while ensuring compliance with insurance regulations such as HIPAA
- Negotiate policy terms and premiums effectively to secure optimal outcomes for clients and the company
- Manage sales administration tasks using CRM systems to track leads, follow-ups, policy details, and client communications
- Assist clients with benefits administration, claims processing, and policy renewals while providing exceptional customer service
- Stay informed about industry trends, regulatory changes, and product updates in health insurance, life insurance, and commercial insurance sectors
Requirements
- Proven experience inside sales or retail sales environments with a focus on insurance or benefits products
- Strong negotiation skills coupled with excellent communication abilities in multiple languages (bilingual skills highly preferred)
- Knowledge of insurance products including health insurance, life insurance, property casualty insurance, and commercial lines- PERFERRED
- Familiarity with Microsoft Office Suite for documentation and analysis tasks
- Ability to build rapport quickly with clients through effective client communication strategies
- Understanding of insurance regulation standards
- Analysis skills to assess client needs accurately and recommend appropriate coverage options
- Customer service orientation with a proactive approach to client relationship building
- Sales administration experience that includes managing documentation, follow-ups, and reporting requirements
Join us if you’re passionate about helping people protect what matters most while developing your career in a vibrant team environment. We’re committed to supporting your growth through comprehensive training opportunities that enhance your skills in sales, marketing, client communication, and industry knowledge.
Pay: $35,000.00 - $70,000.00 per year
Benefits:
Work Location: In person
