Customer Service Representative

4 weeks ago


Great Neck, New York, United States J.R. Orenstein Insurance Agency Full time
Job Description

We are seeking a highly motivated and ambitious Customer Service Representative to join our team at the J.R. Orenstein Insurance Agency. As a key member of our team, you will be responsible for generating results by helping customers with their Auto, Home, and Life insurance needs.

Through your efforts, you will assess cross-selling opportunities to decrease exposures and provide better protection for our clients. Your main goal will always be to put the prospect's best interest first in order to properly protect them.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Life Insurance

Evenings Off

Work from Home

Health Insurance

Flexible Schedule

Tuition Reimbursement

Paid Time Off (PTO)

Retirement Plan

Responsibilities

  • Achieve sales goals by discovering client needs and providing advisable solutions.
  • Ensure that the J.R. Orenstein Agency review process is used on customer calls.
  • Perform policy reviews with current customers.
  • Active outreach to current customers as well as past customers and people that have been quoted in the past.
  • Answer incoming client questions
  • Manage pipeline through company-provided systems and follow up accordingly.
  • Demonstrate competency and knowledge of new products & rules for our industry.
  • Engage in sales & service client/customer conversations as taught in training.

Requirements

We are looking for highly motivated sales professionals who embody the following qualities:

  • Highly Motivated: You thrive when working towards goals and are driven to achieve success.
  • Ambitious: You have a strong desire to grow and excel in your career.
  • Confident and Assertive: You're comfortable reaching out to potential clients and can effectively communicate your ideas.
  • Action-Oriented: You focus on getting things done and making things happen.
  • Tech-Savvy: You're quick with computers, adaptable to new software, and efficient in managing data and processing information.

The J.R. Orenstein's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.



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