Job Summary
Join our dynamic team as an Insurance Agent and Customer Service Representative, where you'll be at the forefront of helping clients navigate their insurance needs with enthusiasm and expertise. In this role, you will actively promote a variety of insurance products, including health, life, property, and casualty insurance, while delivering exceptional customer service. Your energy and communication skills will drive client satisfaction and foster long-term relationships. Whether engaging in outside sales or providing comprehensive benefits administration support, you'll play a vital role in empowering clients to protect what matters most. This paid position offers a vibrant environment for motivated individuals eager to grow their sales and customer service careers in the insurance industry.
Duties
- Engage in outside sales activities by identifying potential clients through networking, telemarketing, and community outreach to expand our customer base.
- Conduct thorough client consultations to assess insurance needs and recommend suitable coverage options across health, life, property, and casualty insurance lines.
- Negotiate policy terms with clients to ensure mutually beneficial agreements that meet their financial and coverage requirements.
- Manage sales administration tasks including CRM (Customer Relationship Management) system updates, policy documentation, and benefits administration records.
- Build strong customer relationships through proactive communication, personalized service, and follow-up to ensure ongoing client satisfaction.
- Stay informed on insurance regulations and industry trends to provide accurate advice and maintain compliance with legal standards.
- Assist clients with claims processing, policy renewals, and coverage modifications while delivering clear explanations of policy details.
Skills
- Proven experience in outside sales, retail sales, or telemarketing with a focus on client acquisition and retention.
- 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.
- Knowledge of commercial insurance products as well as health, life, property, and casualty insurance lines.
- Proficiency in Microsoft Office applications and CRM systems to streamline sales processes and client management.
- Analysis skills to evaluate client needs accurately and recommend appropriate coverage solutions.
- Customer service expertise with a focus on building lasting relationships through active listening and problem-solving.
- Familiarity with insurance regulation standards to ensure compliance across all transactions.
This exciting role offers an opportunity to develop your career in the thriving insurance industry while making a meaningful difference in clients’ lives through dedicated service and expert guidance. Join us today to become part of a passionate team committed to excellence!
Pay: $14.00 - $16.00 per hour
Work Location: In person
