What are the responsibilities and job description for the Insurance Agent and Customer Service Representative position at Farmers Insurance Group, Kirk Bertsch Agency?
Job Summary
Join our dynamic team as an Insurance Agent and Customer Service Representative, where you'll be at the forefront of providing exceptional insurance solutions and personalized client support. In this role, you'll actively engage with customers to understand their needs, present tailored insurance options, and foster long-term relationships. Your energetic approach will help drive sales growth across various insurance lines, including health, life, property, and casualty coverage. This position offers a vibrant environment for motivated individuals eager to make a positive impact while developing their sales and customer service expertise.
Duties
- Promote and sell a wide range of insurance products through outside sales efforts and client outreach
- Build strong customer relationships by understanding individual needs and offering suitable insurance solutions
- Conduct thorough analysis of client profiles to recommend appropriate coverage options
- Negotiate policy terms and premiums to secure favorable agreements for clients and the company
- Manage sales administration tasks using CRM (Customer Relationship Management) systems to track leads, quotes, and policy details
- Provide comprehensive customer service by answering inquiries, explaining policy features, and assisting with claims processes
- Stay informed about insurance regulations, compliance standards, and industry best practices to ensure ethical sales practices and regulatory adherence
Skills
- Proven experience in outside sales, retail sales, or insurance sales with a focus on client engagement
- Strong negotiation skills to close deals effectively while maintaining customer satisfaction
- Excellent communication skills in multiple languages; bilingual abilities are highly valued for diverse client interactions
- Proficiency in Microsoft Office applications and CRM systems for efficient sales administration and record keeping
- Deep understanding of commercial, health, life, property, and casualty insurance products and regulations (including HIPAA compliance)
- Exceptional analysis skills to assess client needs accurately and recommend suitable coverage options
- Ability to build lasting customer relationships through active listening, empathy, and professional communication
- Knowledge of benefits administration and client onboarding processes within the insurance industry
This role is ideal for energetic professionals passionate about helping clients protect what matters most while advancing their careers in a fast-paced environment. We value transparency, dedication, and a proactive attitude—if you're ready to make a difference in people's lives through insurance solutions, we want to hear from you!
Pay: From $19.00 per hour
Expected hours: 35.0 per week
Benefits:
- 401(k)
- Paid time off
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
Salary : $19