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Insurance Sales Specialist

2 months ago

Rochester, New York, United States STATE UNIVERSITY COLLEGE AT BROCKPORT Full time

Position Overview: Insurance Agent / Customer Service Representative

We are a reputable Insurance Agency representing a well-known provider. We are currently looking for a committed Sales and Customer Service Representative to enhance our team.

Key Attributes:

  • Bilingual proficiency in English and Spanish
  • Exhibits integrity and ethical conduct
  • Possession of or willingness to obtain necessary licensing
  • Interest in customizing products and services to fulfill client needs
  • Exceptional communication abilities (written, verbal, and listening)
  • Strong interpersonal and organizational capabilities
  • Self-driven and people-oriented
  • Proficient in various software applications, particularly Windows
  • Dedication to delivering precise and timely work
  • Able to collaborate effectively within a team environment
  • Skilled in presenting effectively to potential clients
  • Capable of evaluating client needs through proficient interviews
  • Dedicated to assisting individuals in managing risks and achieving their financial objectives through insurance and financial products
  • Completion of training focused on ethical sales methodologies
  • Commitment to remaining informed about product updates, licensing requirements, and industry developments

Core Responsibilities:

  • Generate leads and schedule appointments, identify customer needs, and promote appropriate products
  • Develop and maintain customer relationships, ensuring necessary follow-ups
  • Provide prompt, accurate, and friendly customer service, addressing inquiries and delivering information on insurance coverage, policies, claims, and billing
  • Collaborate with the agent to meet marketing goals
  • Employ a customer-focused approach to educate clients on insurance alternatives
  • Maintain a strong work ethic and a commitment to daily success

Benefits Offered:

  • Opportunities for growth and advancement within the organization
  • Starting salary of $28,000.00 annually, along with commission and bonus potential

Health and Safety Protocols: We prioritize the health and safety of our team members by implementing mask-wearing, installing protective barriers at workstations, conducting regular sanitation procedures, and providing hand sanitizer for personal use.