Customer Service Sales Representative
4 months ago
Summary:
Were seeking a brilliant Customer Service Sales Representative; come be a part of our agency and work with clients that appreciate the value that our Insurance Agency brings. This Insurance Agency is a top 1% of insurance agencies in the state of CA with over 20 years as a local San Diego agency
Customer Service & Sales Representative Duties:
- Attracts potential customers by answering product and service questions; suggesting information about other products and services
- Provide general clerical support including correspondence, photocopying, preparing mailings, faxing, and filing, collating using software and Agency Management System
- Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Cross sell insurance products, identify sales leads, and follow-up with outbound calls
- Understand and analyze clients life events that may offer sales cues for additional opportunities to meet the client needs
- Identifies prospects and sets appointments and overcome rejections
- Obtain prospect information such as name, time available, and current insurance information
- Maintain a safe and clean working environment by complying with procedures, rules and regulations
- Perform other duties as assigned
Attributes needed to be successful:
- Exhibits excellent interpersonal skills to handle client needs in person and over the phone
- Attention to detail, follow-through and eagerness to market our products are very important in handling daily activities of the office
- Ability to be empathetic, positive and upbeat in written and verbal communications - excellent grammar and proofreading
- Good organizational skills and an ability to prioritize
- Computer proficiency with MS Outlook and MS Word
Candidate Preference:
- Must have High School Diploma or equivalent
- 2 years of Customer Service or Office experience
- Bilingual (Spanish) Preferred
Our customer experience champions like you receive:
- Competitive guaranteed hourly wage after training completion
- Bonuses
- Paid product training
- Continuing education
- Career advancement opportunities
- Employee Rewards and Discounts
- And much, much more
Potential for Growth:
- Must be willing to obtain a CA Insurance License within the first 30 days of employment.
This is a Full-Time, permanent position
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