Insurance Specialist
2 weeks ago
Job Summary: We are seeking a highly organized and efficient Insurance Specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As an Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position.
Responsibilities:
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
Qualifications:
- Dedicated to customer service.
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Able to obtain Property and Casualty License.
- Able to obtain a Life/Health License.
- Able to achieve mutually agreed upon marketing goals.
- Interested in marketing products and services based on customer needs.
Benefits:
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- 401k.
- Growth potential/Opportunity for advancement within my office.
About Our Agency:
- We help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Health Insurance.
- We have 40 years of combined insurance experience in our office.
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