Customer Service Sales Representative

4 months ago


San Diego, United States iStaff Pros Full time
Job DescriptionJob Description

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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