Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Hands on Training

Career Growth Opportunities

Retirement Plan

• Meet new business production goals and objectives as established.

• Develop insurance quotes, makes sales presentations, and closes sales.

• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

• Process customer policy change requests.

• Secure all Trailing Documents from customers.

• Handle all incoming claim calls from customers.

• Complete Evidence of Insurance requests.

• Develop new Financial Services opportunities.

• Document each customer contact in eAgent.

• Immediately greet all customers, entering the office, in a friendly and helpful manner.

• Take premium payments from customers.

• Ask each customer for referrals and explain our referral program.

• Treat each customer contact as a cross and up-sell opportunity including financial products.

• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

• Answer incoming phone calls on the first ring.

• Return all phone messages promptly.

• Share training and education knowledge and expertise with team members.

• Thoroughly understand and follow all underwriting, rating and compliance requirements.

• Maintain knowledge of new products.

• Prospecting and generating new business through leads & referral sources.

• Generating insurance quotes.

• Be outstanding at relationship building.

• Maintain client relationships with follow up phone calls.

• Informs customers of promotions and new or upgraded products using prepared scripts

• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems

• Maintains phone time or sales quotas as determined by management

• 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.
• A property & casualty license is preferred but will train good individual.
• Must be highly self-motivated.
• Professional phone etiquette.
• Career minded vision.
• Strong work ethic and leadership skills
• Strong communication skills, both oral and written
• Ability to tactfully handle stressful and difficult situations.

Bilingual, fluent in both English and Spanish or Mandarin is beneficial. Adhering to strict FCC rules, please dont apply if you have any felony related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules.