Insurance Customer Service and Sales Representative

1 month ago

Libertyville, United States Farmers Insurance- Jon Robb District Office Full time
Job DescriptionJob Description

As an insurance customer service and sales representative, your role combines two key functions: providing excellent customer service to existing clients and generating new sales opportunities. Here's an overview of what your responsibilities might entail:


Customer Service:

  • Handling inquiries: You'll assist clients with questions about their policies, coverage details, claims process, billing inquiries, and any other concerns they may have.
  • Problem-solving: Addressing client issues or complaints effectively and efficiently, ensuring customer satisfaction and retention.
  • Policy management: Updating client information, processing policy changes, and managing policy renewals.
  • Claims support: Guiding clients through the claims process, assisting with claim submissions, and following up to ensure timely resolution.

Sales:

  • Lead follow-up: Contacting leads generated through various channels such as inbound inquiries, referrals, or marketing campaigns.
  • Needs assessment: Conducting thorough assessments of potential clients' insurance needs and recommending suitable coverage options.
  • Presenting solutions: Explaining insurance products, coverage benefits, and pricing to prospective clients, tailoring your recommendations to meet their specific needs.
  • Closing sales: Persuading prospects to purchase insurance policies and guiding them through the application process.
  • Cross-selling and upselling: Identifying opportunities to offer additional insurance products or coverage enhancements to existing clients.

Relationship Building:

  • Building rapport: Establishing trust and rapport with clients by demonstrating empathy, professionalism, and expertise.
  • Client retention: Proactively reaching out to existing clients to review their coverage, address any concerns, and identify opportunities to enhance their insurance portfolio.
  • Follow-up: Follow up with clients after sales or service interactions to ensure satisfaction and reinforce the value of their insurance coverage.


Documentation and Compliance:

  • Maintaining accurate records: Documenting all client interactions, sales activities, and policy changes in the company's CRM system.
  • Compliance adherence: Ensuring that all sales and customer service activities comply with regulatory requirements and internal policies.


To excel in this role, you'll need strong communication skills, a customer-centric mindset, and the ability to multitask effectively. Being knowledgeable about various insurance products, industry trends, and regulatory guidelines is also essential. Additionally, having a proactive attitude toward sales and a genuine desire to help clients protect their assets and mitigate risks can contribute to your success in driving both customer satisfaction and sales growth.


Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities


Responsibilities
  • Develop insurance quotes, make sales presentations, and close sales.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers and follow-up.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Take premium payments from customers.
  • Treat each customer contact as a cross and up-sell opportunity, including financial products.

Requirements

Professional phone etiquette.

Career-minded vision.

Follow through and exceed current and prospective client expectations.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required. (We can help you obtain this)

A Life & Health Insurance license is required. (We can help you obtain this)

  • Insurance Sales Representative

    1 month ago

    Libertyville, United States Farmers Insurance- Jon Robb District Office Full time

    Job DescriptionJob DescriptionWe are seeking a motivated and dynamic individual to join our team as an Insurance Sales Representative. In this role, you will be responsible for prospecting, selling, and servicing various insurance products to individuals and businesses. You will play a key role in helping clients assess their insurance needs, provide...

  • Customer Service Representative

    3 weeks ago

    Libertyville, United States World Bioproducts Full time

    World Bioproducts is seeking to hire a Customer Service Representative with a sharp attention to detail and enthusiasm for providing exceptional customer care. We take a hands-on approach to growing our customer and fostering the long-lasting relationships that we have established. As an experienced team in customer service and sales, we seek to provide...

  • Customer Service Representative

    4 weeks ago

    Libertyville, United States Tree and Landscaping Service Full time

    **Job Overview**: **Responsibilities**: - Act as a key point of contact with customers, by promoting customer relationships. - Maintain and edit contracts with Customers and Management to ensure accuracy and follow through on agreed terms. - Manage calendars and schedule appointments for estimates and any further work. - Book client appointments and...

  • Client Service Representative/inside Sales

    2 weeks ago

    Libertyville, United States CDL Consultant, Inc. Full time

    **Job description** Our sales team drives our company to find new customers, retain current customers, and develop innovative solutions for improving our services. As an inside sales representative, you will play a crucial role in establishing relationships and marketing our company's brand in a way that is positive, honest, and professional. The work you...

  • Entry Level Financial Representative

    1 month ago

    Libertyville, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Libertyville, IL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Entry Level Financial Representative

    4 weeks ago

    Libertyville, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Libertyville, IL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Client Service Representative/inside Sales

    1 week ago

    Libertyville, Illinois, United States CDL Consultant, Inc. Full time

    Job descriptionOur sales team drives our company to find new customers, retain current customers, and develop innovative solutions for improving our services. As an inside sales representative, you will play a crucial role in establishing relationships and marketing our company's brand in a way that is positive, honest, and professional. The work you do on...

  • Licensed Agent Insurance Representative

    1 month ago

    Libertyville, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Libertyville, IL, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion...

  • Licensed Agent Insurance Representative

    4 weeks ago

    Libertyville, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Libertyville, IL, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion...

  • Inside Sales Representative

    4 weeks ago

    Libertyville, United States UPG Enterprise Full time

    Founded in 2014 by two successful entrepreneurs, UPG Enterprises, LLC is a high growth, privately held operator of world-class diversified industrial businesses. Our family of companies has been built from more than 15 acquisitions in the metals, manufacturing, distribution, and logistics segments. Approaching $1.5B in annual revenue, the UPG portfolio of...

  • Sales Representative

    2 months ago

    Libertyville, United States Veritiv Corporation Full time

    Job Purpose: Job Responsibilities: ● Sell and promote products and value-added services to meet or exceed individual and company goals in an established territory. ● Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. ● Identify...

  • Sales Representative

    4 weeks ago

    Libertyville, United States Veritiv Corporation Full time

    Job Purpose: Job Responsibilities: ● Sell and promote products and value-added services to meet or exceed individual and company goals in an established territory. ● Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. ● Identify...

  • Inside Sales Representative

    19 hours ago

    Libertyville, United States Pharma Logistics Full time

    Job DescriptionJob DescriptionPosition Title: Inside Sales RepresentativeJob Summary:The Inside Sales Representative will be responsible for functions related to prospecting and acquiring new retail accounts within an assigned regional territory.Job Duties and Responsibilities (Essential Functions):· Development of sales strategies and techniques to garner...

  • Guest Service Representative

    2 months ago

    Libertyville, United States Tricoci University of Beauty Culture Full time

    **Guest Service Representative** Part-Time: Monday thru Friday 5:00-10:00pmCST **The Company**: Tricoci University of Beauty Culture (TUBC) is a Chicago-based education company focused on the beauty industry. Founded by Mario Tricoci, an accomplished leader and world-renown innovator in the beauty industry, TUBC provides a premium education that develops...

  • Finance and Insurance Manager

    5 days ago

    Libertyville, United States AutoNation Full time

    AutoNation Toyota Libertyville At AutoNation, doing whats right by the customer comes standard at 300 locations coast to coast, so its no wonder we have served over 10 million happy customers. As an F&I Manager, youll be empowered with the resources and support needed to get every driver into the perfect deal including a fully transparent selling process and...

  • Finance and Insurance Manager

    2 weeks ago

    Libertyville, United States AutoNation Full time

    AutoNation Toyota Libertyville At AutoNation, doing what's right by the customer comes standard at 300 locations coast to coast, so it's no wonder we have served over 10 million happy customers. As an F&I Manager, you'll be empowered with the resources and support needed to get every driver into the perfect deal - including a fully transparent selling...

  • Patient Service Representative

    2 weeks ago

    Libertyville, United States US Derm Support Roles Full time

    OverviewCome join our team! We have an immediate need for a Patient Service Representative in our Libertyville, IL clinic! If you are ready to make an impact every day, and thrive in a fast-paced environment, then a career at Forefront may be the perfect fit for you!Part Time: 29 hours per week.Variable schedule within clinic hours listed...

  • Patient Service Representative

    2 weeks ago

    Libertyville, United States Forefront Dermatology Full time

    Overview: Come join our team! We have an immediate need for a Patient Service Representative in our Libertyville, IL clinic! If you are ready to make an impact every day, and thrive in a fast-paced environment, then a career at Forefront may be the perfect fit for you! Full Time: Variable schedule within clinic hours listed below. Monday:...

  • Inside Sales

    1 month ago

    Libertyville, United States BCI Acrylic Full time

    Job DescriptionJob DescriptionSIGN ON BONUS of $250 after training (1 week from date of hire) & a guaranteed $250 for the following 2 pay periods after training (that's an additional $500 your first month!)Come join the growing BCI Acrylic Call Center at our new location at 1950 Innovation Way, Suite 200, Libertyville, IL 60048! On-site Fitness...

  • Inside Sales

    1 day ago

    Libertyville, United States BCI Acrylic Full time

    Job DescriptionJob DescriptionSIGN ON BONUS of $250 after training (1 week from date of hire) & a guaranteed $250 for the following 2 pay periods after training (that's an additional $500 your first month!)Come join the growing BCI Acrylic Call Center at our new location at 1950 Innovation Way, Suite 200, Libertyville, IL 60048! On-site Fitness...