Insurance Representative

4 days ago


Newport Beach, California, United States FLORIBEL FERREIRA - State Farm Agent Full time
Job Description

We are seeking an Insurance Account Representative to join our team at FLORIBEL FERREIRA - State Farm Agent. As a vital member of our daily business operations, you will help grow our agency through meaningful customer relations by acting as a liaison between customer needs and agency.


Responsibilities:
  • Sales Support & Customer Service:
    • Prepare quotes and proposals for prospective customers.
    • Identify and pursue new sales opportunities through networking, referrals, and campaign marketing strategies.
    • Conduct and maintain regular follow-ups to prospects.
    • Meet or exceed monthly, quarterly, and annual sales goals.
    • Cross-sell additional insurance products when appropriate (e.g., home, auto, life).
    • Identify potential gap exposures and recommend additional coverages or policy upgrades.
    • Handle customer inquiries professionally, working to resolve inquiries in a seamless manner.

  • Customers Interaction:
    • Aim for customer retention rates and contribute to long-term customer loyalty by engaging with new and existing customers to understand their insurance requirements.
    • Respond to inquiries regarding insurance coverage, policy changes, renewals, and billing.
    • Provide explanations of insurance products, benefits, and exclusions.
    • Assist customers with policy applications, endorsements, cancellations, and renewals.
    • Review and process policy changes or updates in a timely manner.

  • Claims Assistance:
    • Provide guidance to clients in the claims process, helping them complete forms and gather necessary documentation.
    • Follow up with claims adjusters and clients to ensure timely resolution of claims.

    Requirements:
    • Skills & Qualifications:
      • Communication: Excellent verbal and written communication skills.
      • Customer Service: Strong ability to manage client relationships and handle inquiries.
      • Sales: Basic sales skills with a focus on customer needs and service.
      • Problem Solving: Ability to resolve client issues effectively and efficiently.
      • Organizational Skills: Strong attention to detail and the ability to manage multiple clients and policies.
      • Technical Proficiency: Familiarity with insurance software and Microsoft Office (Word, Excel, etc.).

    • Qualifications:
      • Strong communication and interpersonal skills.
      • Detail-oriented and able to multitask.
      • Experience in customer service or sales preferred.
      • Prior experience in insurance or customer service preferred but not required.
      • Familiarity with various insurance products (home, auto, life, health, etc.) is an asset.
      • Property & Casualty and/or Life & Health Licensed prior to job commencement.

The estimated salary for this position is $50,000 - $70,000 per year, depending on experience and qualifications.



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