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Licensed Insurance Agent

4 months ago

Orange, United States Jon Lusin Insurance Agency Full time
Job DescriptionJob Description

We are seeking a Customer Service Licensed Insurance Agent Fluent In Spanish to join our team You will be responsible for helping customers by providing product and service information and resolving technical issues.

Responsibilities:

  • Handle customer inquiries and complaints
  • Handle multiple types of Endorsements
  • Conduct policy reviews of coverages
  • Provide information about the products and services
  • Troubleshoot and resolve product issues and concerns
  • Document and update customer records based on interactions
  • Develop and maintain a knowledge base of the evolving products and services
  • Cross sell Life Appointments for our EFS who is our Life Specialist
  • Cross sell other products for retention

​Qualifications:

  • Previous experience in customer service, sales, or other related fields
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills