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Customer Service & Sales Representative
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$76k-100k (estimate)
Full Time 1 Week Ago
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Craig Davis-Farmers Insurance Agency is Hiring a Customer Service & Sales Representative Near Temecula, CA

Job Description

Job Description

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our TEMECULA insurance agency today! Our reputable insurance agency is looking for an exceptional insurance customer service representative to join our team. At Craig Davis Family Insurance Agency we pride ourselves on our outstanding insurance products and customer service.

Benefits

Hourly Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Paid Holidays

Responsibilities
  • Meet new business production goals and objectives as established.
  • Develop insurance quotes, makes sales presentations, and closes sales.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Ask each customer for referrals and explain our referral program.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products.
  • Generating insurance quotes.
  • Provide exceptional customer service.
  • Be outstanding at relationship building.
  • Provides on-going support to insurance clients as needed.
  • Presents and explains insurance policy options based upon prospective client needs and their personal goals.
  • Educate clients on the insurance policies that best suit their needs
Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Must have ability to multi-task.
  • A Property & Casualty license is preferred but will train good individual.
  • Career minded vision.
  • Excellent Spelling and Grammar skills.
  • Great Customer Service Skills.
  • Works well with other employees and is a team player with a positive attitude.
  • Bilingual, fluent in both English and Spanish is beneficial.

Job Summary

JOB TYPE

Full Time

SALARY

$76k-100k (estimate)

POST DATE

05/07/2024

EXPIRATION DATE

05/20/2024

The following is the career advancement route for Customer Service & Sales Representative positions, which can be used as a reference in future career path planning. As a Customer Service & Sales Representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service & Sales Representative. You can explore the career advancement for a Customer Service & Sales Representative below and select your interested title to get hiring information.

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