What are the responsibilities and job description for the Bilingual Insurance Service Representative position at Woodard Insurance Agency Inc?
We are a seeking a highly motivated and experienced Property and Casualty Insurance Agent to join our dynamic team. In this role, you will be responsible for providing exceptional service to our clients by helping them navigate their insurance needs and ensuring they have the right coverage for their properties and businesses.
Key Responsibilities:
- Client Consultation: Meet with clients to discuss their insurance needs and provide expert advice on property and casualty coverage options.
- Policy Management: Assist clients in selecting appropriate insurance policies and manage existing policies, ensuring they meet client needs and compliance requirements.
- Claims Support: Provide guidance and support to clients during the claims process, ensuring timely and fair resolution.
- Risk Assessment: Conduct risk assessments to identify potential exposures and recommend appropriate risk management strategies.
- Sales & Marketing: Develop and implement sales strategies to attract new clients and retain existing ones. Participate in marketing activities and community events to promote our services.
- Documentation: Maintain accurate records of client interactions, policies, and claims. Ensure all documentation is up-to-date and compliant with industry standards.
- Continuous Learning: Stay informed about industry trends, regulatory changes, and new insurance products to provide the best service to clients.
Qualifications:
- Licensing: Valid Property and Casualty Insurance License is required.
- Experience: Minimum of 2 years of experience in property and casualty insurance, with a proven track record of sales and client service preferred.
- Skills: Strong communication, negotiation, and interpersonal skills. Ability to build and maintain relationships with clients and colleagues.
- Bilingual- Spanish preferred
- Tech-Savvy: Proficient in using insurance software and Microsoft Office Suite.
Benefits:
- Competitive salary with performance-based bonuses
- Paid time off and holidays
- Continuing education and professional development opportunities
About Us:
This company was founded by Charles and Alma Woodard in 1964. Woodard Insurance was built around the principles of good people working hard and treating clients like family. The Woodard legacy has persevered for 60 plus years and is still family owned and operated.
Our Mission Statement:
Treating each member like family; Good people with the knowledge and experience to protect what matters most.
Vision:
Provide insurance solutions to those who value quality first.
Core Values:
Compassion -- Meeting other's where they are; handle all interactions with kindness and understanding,
Integrity -- Making decisions that exude respect, honesty and professionalism.
Drive -- Proactive vs Reactive.
Teamwork: Work with others to achieve the best result, utilizing individual strengths and recognizing weaknesses (self and other)
Insurance agencies cannot exist without clients and customers. It is our goal at this agency to provide each client with a professional experience that improves their day. Only by providing a valuable service can we meet the needs of our policyholders.
How to Apply:
Interested candidates are invited to submit their resume outlining qualifications and experience.
Join us in helping our clients protect what matters most. Apply today!
Job Types: Full-time, Part-time
Expected hours: 40 per week
Benefits:
- Paid time off
Work Location: In person