Overview
Join our dynamic team as an Insurance Sales and Service professional, where your enthusiasm and expertise will drive customer satisfaction and business growth. In this role, you will actively engage with clients to understand their insurance needs, promote suitable insurance products, and provide exceptional service to foster long-term relationships. Your energetic approach will help clients navigate the complex world of insurance while ensuring compliance with industry regulations. This position offers a vibrant environment where your sales skills and customer service talents can truly shine.
Responsibilities
- Develop new business through outside sales efforts, including community outreach, telemarketing, and networking to identify potential clients.
- Provide personalized insurance consultations, explaining policy options for health, property casualty, and commercial insurance products.
- Negotiate policy terms and premiums with clients to secure mutually beneficial agreements while adhering to insurance regulations.
- Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation.
- Analyze client needs using strong analysis skills to recommend appropriate coverage options that align with their goals.
- Communicate complex insurance concepts clearly and effectively in multiple languages or bilingual settings to diverse client bases.
- Support benefits administration by explaining policy benefits, coverage limits, and claims processes to customers.
- Ensure compliance with HIPAA (Health Insurance Portability and Accountability Act) regulations when handling sensitive health information.
- Collaborate with marketing teams to promote insurance products through targeted campaigns and community events.
- Provide ongoing customer service by assisting clients with policy updates, claims support, and renewal processes.
Qualifications
- Proven experience in outside sales, retail sales, or telemarketing within the insurance industry or related fields.
- Strong negotiation skills with the ability to close sales effectively while maintaining positive client relationships.
- Knowledge of property casualty, health, and commercial insurance products is highly desirable.
- Familiarity with insurance regulation standards and compliance requirements across different regions.
- Excellent communication skills—bilingual or multilingual abilities are a plus—enabling effective interaction with diverse clients.
- Experience in sales administration tasks such as data entry, documentation management, and CRM systems.
- Analytical mindset with the ability to assess client needs accurately and recommend suitable solutions.
- Customer service orientation combined with a proactive approach to problem-solving.
- Benefits administration knowledge is advantageous for explaining policy benefits clearly.
Join us in delivering energetic service that makes a real difference! We’re committed to supporting your professional growth while providing a rewarding environment where your sales talents can thrive.
Pay: $52,400.54 - $63,106.02 per year
Work Location: In person
