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Hybrid Customer Service and Sales Representative
4 months ago
- Develops knowledge of the local market dynamics for business development opportunities for all product lines
- Helps the Agency grow by using consultative selling techniques to sell insurance products to existing and new customers.
- Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customers
- Secures new business through individual effort and established lead methods
- Prepares quotations and applications and delivers effective presentations in order to close sales
- Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
- Conducts sales and review appointments with prospective and current customers
- Meets and exceeds sales goals
- Retains existing customers by providing industry leading customer experiences
- Ensures completion of requested account and policy updates and changes
- Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Hands on Training
Evenings Off
Career Growth Opportunities
Mon-Fri Schedule
Responsibilities
Responsibilities
Meet new business production goals and objectives as established
Develop insurance quotes, make sales presentations, and close sales
Immediately greet all customers, entering the office, in a friendly and helpful manner
Ask each customer for referrals and explain our referral program
Thoroughly understand and follow all underwriting, rating and compliance requirements
Maintain knowledge of new products and services
Prospecting and generating new business through leads & referral sources
Cold call, direct email and perform other lead generation activities
Obtain prospects information such as name, address, vehicle information and enter into quote sheets
Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases
Work independently and as part of a team
Requirements
Ability to work independently to plan, set priorities and organize work
Active involvement in the local community
Demonstrated sales and customer service experience
Excellent oral and written communication skills
Demonstrated analytical skills
Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
