What are the responsibilities and job description for the Insurance Agent and Customer Service Representative position at Leaco Insurance Services Inc?
Overview
Join our dynamic team as an Insurance Agent and Customer Service Representative, where your enthusiasm and expertise will drive customer satisfaction and insurance solutions. In this role, you will be at the forefront of helping clients navigate their insurance needs, offering tailored coverage options across property, casualty, Personal and Commercial Insurance sectors. Your proactive approach will ensure clients receive exceptional service while expanding our customer base through reinforcing outside and inhouse sales efforts. This paid position offers a vibrant environment where your communication skills and sales acumen will thrive, making a meaningful impact on and protecting our clients’ financial security.
Duties
- Engage in assisting outside sales activities to identify new clients and expand insurance coverage options
- Build strong, lasting relationships with clients through personalized communication and attentive service
- Conduct client consultations to assess insurance needs through, property, casualty, Personal and Commercial lines
- Negotiate policy terms and premiums to secure optimal coverage for clients while meeting company targets
- Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads and client information
- Provide comprehensive customer service by answering inquiries, explaining policy details, and resolving insurance issues promptly
- Stay informed about insurance regulations and industry trends to ensure compliance and offer expert advice
Skills
- Proven experience in assisting outside sales, complementing retail sales or telemarketing with a focus on client acquisition and insurance needs.
- Strong negotiation skills to close deals effectively while maintaining customer satisfaction
- Multilingual or bilingual abilities to serve diverse client populations effectively
- Knowledge of insurance products including property & casualty, with personal and commercial insurance policies
- Familiarity with CRM systems and Microsoft Office for sales tracking and documentation
- Excellent analysis skills to evaluate client needs and recommend suitable coverage options
- Exceptional communication skills for client interaction, benefits administration, and client relationship building
- Understanding of insurance regulation standards to ensure compliance in all transactions
Embark on a rewarding career where your energy fuels growth and your expertise helps protect our clients’ futures. We are committed to supporting your professional development in a vibrant environment that values initiative, integrity, and exceptional service.
Pay: $13.00 - $14.00 per hour
Expected hours: 40.0 per week
Education:
- High school or equivalent (Preferred)
Experience:
- Licensed Property & Casualty : 2 years (Required)
License/Certification:
- Property & Casualty License (Preferred)
Ability to Relocate:
- Rocky Mount, NC 27804: Relocate before starting work (Preferred)
Work Location: In person
Salary : $13 - $14