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 products and services, providing expert guidance to clients while delivering exceptional customer service. Your energetic approach will help build strong client relationships, identify insurance needs, and promote a diverse range of coverage options including health, life, property, casualty, and commercial insurance. This paid position offers an exciting opportunity to develop your sales skills, deepen your industry knowledge, and make a meaningful impact on our clients’ financial security.

Responsibilities

• Engage with prospective and existing clients through outside sales efforts, including telemarketing and community outreach, to promote insurance products.
• Build and maintain strong customer relationships by understanding their needs and offering tailored insurance solutions.
• Conduct thorough analysis of client requirements to recommend appropriate coverage options across health, life, property, casualty, and commercial insurance lines.
• Manage sales administration tasks efficiently using CRM systems and Microsoft Office tools to track leads, quotes, policies, and client interactions.
• Negotiate policy terms with clients and underwriters to secure favorable outcomes while ensuring compliance with insurance regulations such as HIPAA for health-related policies.
• Provide ongoing customer service support by addressing inquiries, processing claims, benefits administration, and policy updates.
• Stay current on industry trends, regulatory changes, and product knowledge to effectively communicate benefits and ensure compliance with insurance laws.

Requirements

• Proven experience in outside sales or retail sales environments with a focus on client communication and relationship building.
• Strong negotiation skills combined with excellent communication skills in both bilingual (English/Spanish or other languages) and multilingual settings.
• Knowledge of various insurance types including health insurance, life insurance, property casualty insurance, and commercial insurance products.
• Familiarity with sales administration processes and proficiency in CRM systems as well as Microsoft Office applications.
• Analysis skills to assess client needs accurately and recommend suitable coverage options.
• Understanding of insurance regulation standards such as HIPAA for health-related policies.
• Ability to work independently in telemarketing efforts while maintaining a team-oriented approach.
• Customer service orientation with a passion for helping clients navigate their benefits options effectively.

Join us to become part of a vibrant team dedicated to empowering clients through comprehensive insurance solutions! This is a paid role designed for energetic professionals eager to grow their sales expertise while making a positive difference in people’s lives.

Pay: $23.09 - $27.81 per hour

Expected hours: 25.0 – 60.0 per week

Benefits:

• Flexible schedule
• Parental leave
• Work from home

Work Location: In person

Salary : $23 - $28