Insurance Agent and Customer Service Representative

Job Summary

We are seeking a dynamic and motivated Insurance Agent and Customer Service Representative to join our team! In this role, you will be the frontline ambassador for our insurance services, providing exceptional customer support while actively promoting and selling a variety of insurance products. Your energetic approach will help build strong client relationships, identify their needs, and deliver tailored solutions across health, life, property, and casualty insurance. This position offers an exciting opportunity to combine sales expertise with customer service excellence in a fast-paced environment dedicated to client satisfaction and growth.

Duties

• Engage with clients through outside sales efforts, including community events and networking opportunities, to promote insurance products and services.
• Conduct thorough needs analysis to recommend appropriate coverage options for health, life, property, and casualty insurance.
• Negotiate policy terms with clients to ensure mutually beneficial agreements while adhering to insurance regulations.
• Manage sales administration tasks such as processing applications, updating CRM (Customer Relationship Management) systems, and maintaining accurate client records.
• Build lasting customer relationships by providing personalized service, answering inquiries, and offering ongoing support for benefits administration.
• Educate clients on insurance options, coverage details, and regulatory requirements to facilitate informed decision-making.
• Collaborate with underwriters and other team members to ensure compliance with industry standards and optimize sales strategies.

Experience

• Proven experience in outside sales or retail sales environments with a track record of meeting or exceeding targets.
• Strong negotiation skills combined with excellent communication abilities in multiple languages; bilingual proficiency is highly desirable.
• Familiarity with insurance products such as health, life, property casualty, and commercial insurance is preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems for effective sales administration and client management.
• Demonstrated analysis skills to assess client needs accurately and recommend suitable coverage options.
• Knowledge of insurance regulation standards and benefits administration processes.
• Prior experience in customer service roles that involve client communication and relationship building will be advantageous.

Join us to make a meaningful impact by helping clients protect what matters most! We value energetic professionals who are eager to grow their careers in a supportive environment that emphasizes integrity, innovation, and excellence in service delivery.

Pay: $24.39 - $29.37 per hour

Benefits:

• 401(k) matching
• Disability insurance
• Flexible schedule
• Paid time off

Work Location: In person

Salary : $24 - $29