What are the responsibilities and job description for the Insurance Agent and Customer Service Representative position at Dimeling & Schrot Insurance?
Job Summary
Join our dynamic team as an Insurance Agent and Customer Service Representative, where you'll play a vital role in connecting clients with the insurance solutions that best fit their needs. This energetic position combines proactive outside sales efforts with exceptional customer service, empowering you to build lasting relationships and grow your professional expertise. You'll be at the forefront of helping individuals and businesses navigate their insurance options across health, life, property, casualty, and commercial lines, all while providing outstanding support and guidance.
Duties
- Engage in outside sales activities to identify new clients and expand our insurance customer base through proactive outreach and networking.
- Conduct client consultations to assess insurance needs and recommend suitable coverage options across various insurance products.
- Negotiate policy terms and premiums to secure favorable agreements for clients while meeting company sales targets.
- Manage sales administration tasks, including preparing proposals, processing applications, and maintaining accurate records within CRM (Customer Relationship Management) systems.
- Provide comprehensive customer service by answering inquiries, explaining policy details, and assisting clients with claims or policy changes.
- Build strong customer relationships through effective communication, follow-up, and personalized support to foster loyalty and satisfaction.
- Stay informed about insurance regulations, product updates, and industry best practices to ensure compliance and deliver expert advice.
Skills
- Proven experience in outside sales, retail sales, or telemarketing with a focus on client acquisition.
- Strong negotiation skills to close deals effectively while maintaining positive client relationships.
- Excellent communication skills in multiple languages; bilingual abilities are highly valued for serving diverse communities.
- Knowledge of insurance products including health, life, property casualty, and commercial insurance lines.
- Familiarity with insurance regulation standards and benefits administration processes.
- Proficiency in Microsoft Office Suite (Word, Excel) and CRM system platforms for sales tracking and client management.
- Analysis skills to evaluate client needs and develop tailored insurance solutions.
- Customer relationship building expertise to foster trust and long-term engagement with clients.
- Ability to handle customer inquiries professionally while providing clear explanations of complex policies.
Embark on a rewarding career where your enthusiasm for sales meets your passion for helping others! We’re dedicated to supporting your growth through ongoing training opportunities and a vibrant team environment that celebrates success at every step.
Pay: $15.00 - $22.00 per hour
Expected hours: 32.0 – 40.0 per week
Benefits:
- Paid time off
Work Location: In person
Salary : $15 - $22