10 Jobs
Meletia Agency is Hiring a Client Services Representative Near Phoenix, AZ
Job Description
- Prospect and generate leads through networking, referrals, cold calling, and other lead generation methods.
- Conduct thorough needs analysis to understand clients' insurance requirements and recommend appropriate coverage options.
- Educate clients on various insurance products, explaining coverage details, benefits, and exclusions.
- Customize insurance solutions to meet the individual needs of clients, providing tailored recommendations and quotes.
- Follow up with leads and clients to nurture relationships, address concerns, and overcome objections.
- Collaborate with underwriters and other team members to expedite the application and approval process.
- Stay informed about industry trends, product updates, and regulatory changes to maintain a competitive edge.
- Meet or exceed sales targets and performance metrics established by the company.
- Maintain accurate records of sales activities, client interactions, and transactions using CRM software or other tracking systems.
- Uphold high standards of professionalism, integrity, and customer service in all interactions with clients and colleagues.
- Proven track record of success in sales, preferably in the insurance industry.
- Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
- Self-motivated and results-oriented, with a drive to succeed in a commission-based environment.
- Ability to work independently and manage time effectively, prioritizing tasks and meeting deadlines.
- Proficiency in using CRM software and other sales tools to track leads and manage customer relationships.
- Active insurance license in [state(s)] required.
- Bachelor's degree or equivalent experience preferred.
- Flexible schedule: Work from home or set your own hours to accommodate your lifestyle.
- Unlimited earning potential: Earn competitive commissions on every sale, with no cap on your earning potential.
- Training and support: Access to ongoing training, resources, and support to help you succeed in your role.
- Career advancement opportunities: Opportunity to grow within the company and advance your career in insurance sales.
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Job Summary
Full Time
$84k-123k (estimate)
06/15/2024
06/29/2024
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
