Insurance Customer Advisor

2 weeks ago


El Dorado, United States Farmers District Office-0420 Full time
Job DescriptionJob Description

The Insurance Customer Advisor serves as a frontline representative of the insurance company, providing exceptional service and support to clients. This role involves assisting clients with their insurance needs, answering inquiries, processing policy changes, and resolving issues effectively and efficiently. The Insurance Customer Advisor plays a crucial role in maintaining client satisfaction and loyalty through personalized service and attention to detail.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Vision Insurance

Mon-Fri Schedule


Responsibilities

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Return all phone messages promptly.

Share training and education knowledge and expertise with team members.


Requirements

A Property & Casualty insurance license is required.

A Life & Health Insurance license is required.

Display leadership competencies, including ability to delegate, engage, and inspire others.

Minimum education: Associates degree in Business.

Strong work ethic and leadership skills.



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