Client Specialist

1 month ago


Fort Myers, United States East & Greenwell Insurance Inc Full time
Job DescriptionJob Description

We're a market leading insurance Agency who offers great compensation, benefits and upward mobility. Our parent company is part of the Fortune 100 and we're looking for a Customer Service Representative. Our culture is very energetic and built around team success. E & G Insurance offers industry leading salary & benefits


An ideal candidate will possess a great attitude, strong inter-personal skills, and desire to work hard. Those that meet the criteria will have a great opportunity to grow. No insurance experience is necessary, but sales performance is a plus.

Job Description: Client Specialist build value around the products and services we provide. You will receive incoming calls and assist customers on a day-to-day basis. You will have the opportunity to cross-sell customers to better equip them with financial security. Meet established goals and build relationships with clients. Uphold the agency???s reputation and be professional in conducting business with clients and prospects alike.


Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Retirement Plan

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Evenings Off


Responsibilities

Be Genuine & Honest

Be Customer-oriented

Be Professional in both scope of knowledge and interaction with Clients

Develop prospects through an organized agency direct solicitation program,

No Cold-Calling, but must cross-sell and follow-up.

Maintain a concern for timeliness and completeness when interacting with customers, agency, and company personnel.

Request referrals from existing agency accounts.


Requirements
  1. Work experience is preferred.
  2. Must be willing to obtain all licenses as required by the State Department of Insurance.
  3. Must complete continuing education as required by the State Department of Insurance.
  4. Demonstrate effective presentations skills through both verbal and written communications.
  5. Bilingual in English/Spanish is a plus.


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