What are the responsibilities and job description for the Insurance Sales Agent position at Ruby Casas Insurance Agency?
- Become licensed in Property & Casualty as well as Life, Accident and Health
- Determine customer requirements and expectations in order to help the customer identify specific products and solutions
- Solicit, sell and negotiate new business policies
- Review renewal business and identify appropriate follow-up action based on degree of change
- Cross-sell/up-sell products to existing customers
- Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
- Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs
- Perform risk analysis and underwriting
- Client/Claims liaison
- Refer unresolved customer grievances or complex customer interactions to senior team member
- Monitor calling activity and production for agency marketers
- Implement/adhere to company and Agency guidelines
- General customer service duties as presented
- Performs other duties as assigned
CORE COMPETENCIES
Business Results: Able to meet individual performance metrics and goals.
Multi-tasking: Able to successfully juggle multiple priorities at any given time.
Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions (eCMS).
Communication: Possess outstanding written and verbal communication skills.
Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines. Teamwork: Accept feedback when offered and work well with others.
Problem solving: Able to research and identify timely solutions to customer-related problems.
Job Type: Full-time
Pay: $20.00 - $50.00 per hour
Benefits:
- Paid time off
Experience:
- Sales Experience: 1 year (Preferred)
- Medicare: 1 year (Preferred)
Work Location: In person
Salary : $20 - $50