Pay Range : $$ / Hourly

$$ / Hourly

Essential Job Functions

Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service.

• Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc)
• Perform outside marketing activities to generate company sales
• Prepare quotations on customer change requests to policies
• Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information
• Maintain strong knowledge of all company products, pricing, and policy features
• Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs
• Direct customer service representatives (CSRs) in tasks relating to coverage of retail office
• Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers
• Answer the telephone in a prompt, professional and courteous manner
• Report any and all conditions affecting customer satisfaction
• Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office

Desired Qualifications

• Excellent customer service and interpersonal skills needed for working with our customers
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.

Ability to write reports and business correspondence. Ability to effectively present information and respond to questions

• Ability to solve practical problems and deal with situations where limited standardization exists
• Ability to add, subtract, multiply and divide. Ability to compute basic percentages
• Ability to carry out detailed, but uninvolved, written or oral instructions
• Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier.
• Must have a valid driver’s license
• Must be able to provide proof of automobile insurance
• Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date (Bonus offered for P&C licensed individuals as well as bilingual (English / Spanish) individuals
• High School Diploma or equivalent
• 1-2 years related experience and / or training. Knowledge of Microsoft Word, Microsoft Excel and AS-400 / Mocha is preferred.

Language Skills

Ability to fluently speak, read and write English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.

Ability to write reports and business correspondence. Ability to effectively present information and respond to questions.

Insurance Sales

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Last updated : 2024-04-24