Customer Sales and Service Representative

Job Description

Are you looking to grow? So are we! Charles Skipper- Farmers Insurance Agency in MEMPHIS, Tennessee, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Administration / CSR. In this role you will provide exceptional customer service to our customers, addressing all of their queries. Your positive attitude, rapport-building, and desire to help may make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience. If you are ready to make a change in your life and are looking to join a company that cares about both our customers and you, apply today!

Benefits

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close 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.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• 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 and services.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Be outstanding at relationship building.
• Develop and maintain client relationships.
• Cold call, direct email and perform other lead generation activities.
• Grow sales revenue by utilizing phone, email and potential client lists.
• Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
• Presents and explains insurance policy options based upon prospective client needs and their personalgoals.
• Work independently and as part of a team.
• Handle customer renewals.

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.
• Create relationships from a cold start.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Prior Sales Experience.
• Must be highly self-motivated.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• A Property & Casualty insurance license is required.
• A Life & Health Insurance license is required.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Be capable of handling customer rejection.
• Bilingual, fluent in both English and Spanish is beneficial.

Ability to take initiative, be proactive, and think outside the box.

Salary : $20,000 - $55,000