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Insurance Sales Representative

1 month ago

Plainview, United States NICRIS Capital Company Full time
Job Overview

NICRIS Capital Co. is seeking a highly skilled and detail-oriented Licensed Customer Service Representative (CSR) to support their Insurance Agency affiliate in Plainview. The CSR will play a vital role in the daily agency operation, working closely with the Supervising Agent and Producers to ensure seamless customer service and sales processes.

Key Responsibilities:

  • Participate in the insurance sales process through cross-selling, endorsement processing, and telemarketing.
  • Address client needs and concerns via phone, email, and mail, providing exceptional customer service.
  • Approach potential clients through traditional outreach efforts, introducing the Agency and sales team.
  • Assist policyholders in initiating or settling claims.
  • Contact customers to obtain and verify appointments.
  • Greet customers warmly and ascertain problem or reason for calling.
  • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.

Requirements:

  • Multi-lingual, with the ability to converse in Spanish.
  • NYS Licensed P&C or Personal Lines.
  • Advanced computer skills for applications focusing on social media and business productivity tools (e.g., MS Excel, Word, PowerPoint).
  • Organized and detail-oriented.
  • Prior experience with Salesforce or other CRM systems.
  • College Degree or in process of obtaining preferred.

NICRIS Capital Co. Inc. focuses on investing and developing businesses that serve local communities, leveraging expertise in preparing businesses for aggressive growth and realignment. With a concentration on building from the ground up, the firm's Principal has over 3 decades of business management and financial services consulting experience, positioning NICRIS Capital across a broad spectrum of opportunities for both public and private companies, including local businesses.