PURPOSE. Our Sales Agent provides service to clients' changing insurance needs by selling and servicing various policy types such as auto insurance, homeowner’s insurance, commercial insurance, life insurance, health, and disability insurance. They explain policies, guide customers in the selection process, and maintain each client’s insurance records. Sales agents identify client insurance needs, make recommendations, and bring clients to closur...
Job Description. JOB TITLE: Account Executive (CSR with 4-40 License). PURPOSE. An Account Executive (CSR) performs higher level office support duties and provides specialized program support for the Sales Department. Account Executives (CSR) work directly with the sales agents to provide service to clients' changing insurance needs by selling and servicing various policy types such as auto insurance, homeowner’s insurance, commercial insurance, ...
Job Description. JOB TITLE: Account Executive (CSR with 4-40 License). PURPOSE. An Account Executive (CSR) performs higher level office support duties and provides specialized program support for the Sales Department. Account Executives (CSR) work directly with the sales agents to provide service to clients' changing insurance needs by selling and servicing various policy types such as auto insurance, homeowner’s insurance, commercial insurance, ...
JOB TITLE: Receptionist. PURPOSE. The Receptionist is responsible for performing clerical tasks within an office setting to support daily operations. Their duties include answering and transferring phone calls to employees, sorting and delivering mail to employees and greeting visitors when they arrive for meetings with management or sales staff. The receptionist needs to deliver exceptional customer service assistance and provide an overall welc...
