Job Description

As a Sales Assistant at Brenda Gomez Insurance Agency, you will play a pivotal role in supporting our sales team to meet and exceed our strategic goals. Your daily responsibilities include managing customer interactions, generating accurate insurance quotes, and maintaining proficiency with Allstate systems. This role is ideal for a motivated individual with a passion for customer service and a strong desire to help clients understand and navigate their insurance needs.

Benefits

Responsibilities

Client Calls: Make 100 daily outbound calls to gauge client insurance needs and maintain engagement.

Quote Generation: Produce 4-6 accurate daily insurance quotes tailored to client specifications.

System Proficiency: Master and efficiently use Allstate’s internal systems for data management and client tracking.

Customer Service: Deliver outstanding service by promptly addressing client inquiries and ensuring satisfaction.

Compliance Adherence: Follow all regulatory guidelines and maintain accurate records of client interactions and transactions.

Requirements

Education: High School diploma or equivalent required; a Bachelor’s degree in business, finance, or a related field is preferred.

Experience: Prior experience in a customer service or sales role, preferably in the insurance industry.

Skills:

Communication: Excellent verbal and written communication skills.

Customer Service: Strong ability to manage customer relationships and provide exceptional service.

Technical Proficiency: Familiarity with CRM systems and proficiency in Microsoft Office Suite; quick learner of new software.

Analytical: Ability to analyze client data and generate accurate insurance quotes.

Language:

Bilingual: Fluency in both English and Spanish is required to effectively communicate with a diverse client base.

Licensing:

Insurance License: Must be licensed to sell insurance, or capable of obtaining a license within a set time frame after hire, as per state regulations.