Insurance Customer Advisor
2 weeks ago
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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