What are the responsibilities and job description for the Insurance Representative position at Lizette Cochran Insurance Agency, Inc?
Company Description
Lizette Cochran Insurance Agency, Inc. is a multi-line insurance agency representing industry leaders such as State Farm and Citizens. The agency is committed to delivering exceptional insurance coverage and customer service to meet the diverse needs of its clients. Located in Palm Harbor, FL, Lizette Cochran Insurance Agency, Inc. strives to provide reliable, tailored insurance solutions. For more details, visit our website at www.Lizettec.com.
Role Description
We are seeking a full-time Insurance Representative for our Palm Harbor, FL location. The Insurance Representative will be responsible for assisting clients with insurance-related needs, evaluating individual or business requirements, providing tailored recommendations, and processing applications. Daily tasks will include client communication, policy reviews, generating quotes, and working closely with the sales team to meet organizational goals. This is an on-site role where professionalism and customer service are key.
Qualifications
- Expertise in Insurance Sales, Insurance, and Insurance Brokerage
- Basic understanding of finance and an ability to provide financial advice related to insurance products
- Strong Customer Service skills to build relationships, resolve concerns, and ensure client satisfaction
- Licensing in Property and Casualty insurance is required (or willingness to obtain licensing within a specified timeframe)
- Excellent organizational, communication, and interpersonal skills
- Proficiency in using technology and insurance sales software is preferred
- Prior experience in the insurance or financial industries is a plus