Insurance Support Specialist

6 days ago


Sonoma, California, United States Katie Chase Full time
ROLE SUMMARY:

Katie Chase Insurance & Financial Services, Inc. is seeking a highly organized and efficient individual to provide administrative support and assist insurance agents in acquiring and retaining customers.

As an Insurance Support Specialist with our agency, your attention to detail, dedication to client relationships, and sales acumen will enable you to excel in this dynamic role.

Your contributions as a motivated professional who thrives in a fast-paced environment will pave the way for career growth and income expansion.

We look forward to incorporating your energy and marketing perspective into our team as we build success together.

KEY RESPONSIBILITIES:

1. Establish and maintain customer relationships, ensuring timely follow-ups as needed.

2. Provide prompt, accurate, and friendly customer service, addressing inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

3. Utilize a customer-focused, needs-based review process to educate customers about insurance options, promoting informed decision-making.

4. Employ exemplary communication to efficiently meet customer needs while promoting business development.

5. Assist licensed team members with projects that contribute to agency success.

REQUIREMENTS:

1. Dedicated to delivering exceptional customer service.

2. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

3. Ability to obtain Property and Casualty License.

4. Ability to obtain a Life/Health License.

5. Ability to achieve mutually agreed-upon goals.

6. Interest in marketing products and services based on customer needs.

7. Spanish speaker preferred.

BENEFITS:

1. Hourly plus commission/bonus compensation structure.

2. Paid time off (vacation and personal/sick days).

3. Health benefits.

4. SIMPLE retirement plan.

5. Growth potential and opportunity for advancement within our office.


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