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Craddock Sirius Insurance has an opening for a Customer Service Advocate. The starting salary is determined by previous insurance industry experience, education, and potential. Commissions will also be paid depending on licensing status.
CSAs are responsible for building and maintaining relationships with clients and serving as those clients’ primary points of contact for any support that is needed throughout their tenure with the agency.
Responsibilities include but are not limited to the following and will vary depending on whether or not you are licensed or not: · Support clients as needed with certificate requests, change requests, billing questions, audits, and other service needs that may arise. · Remarket policy renewals, contact clients, complete application forms, create renewal proposals and handle other renewal activities. · Review customer accounts and make recommendations on additional policy/coverage needs to ensure they are appropriately covered. · Review audits of policies, ensure compliance, verify accuracy, and handle questions and concerns. · Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions, tasks, and service requests.
Full Time
$72k-99k (estimate)
03/22/2024
05/08/2024
The job skills required for Insurance Sales Representative include Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Sales Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Sales Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Insurance Sales Representative positions, which can be used as a reference in future career path planning. As an Insurance Sales Representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Sales Representative. You can explore the career advancement for an Insurance Sales Representative below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Sales 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 an Insurance Sales Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Sales Representative job description and responsibilities
Meet and exceed sale's goals through new product sales, cross selling and retention of current customers.
02/17/2022: Orange, CA
Responsible for sales administration and reporting.
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Sales representatives sell products and services to customers.
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They will also work to find new sales leads through "cold calling", business directories, client referrals, or visiting new or existing clients.
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Insurance sales representatives create customer awareness of companies' products and services.
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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 Insurance Sales Representative jobs
At some companies, sales representatives are required to learn specific sales tactics, and will even train employees on the way they want their products sold.
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Actual sales can take place one on one or via a method known as the party plan.
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To succeed, a new agent must generate a minimum amount of sales during the first year.
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Learn Advanced Marketing Skills.
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Applied selling techniques and business operation skills to achieve profitability and meet/exceed sales goals.
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Step 3: View the best colleges and universities for Insurance Sales Representative.