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Insurance Sales Associate
2 months ago
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our office, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and working closely with our agent to achieve marketing goals.
Key Responsibilities- Customer Service: Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Relationship Building: Establish and maintain strong relationships with customers, following up with them as needed to ensure their needs are met.
- Marketing and Sales: Work with our agent to establish and meet marketing goals, using a customer-focused, needs-based review process to educate customers about insurance options.
- Team Collaboration: Collaborate with our agent and other team members to achieve business objectives and provide exceptional customer service.
- Customer Focus: Enthusiastic about providing exceptional customer service and building strong relationships with customers.
- Marketing and Sales: Interest in marketing products and services based on customer needs and a willingness to learn and grow in this area.
- Communication Skills: Excellent communication and interpersonal skills, with the ability to effectively communicate with customers and team members.
- Organizational Skills: Detail-oriented and organized, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Licensing and Certifications: Ability to obtain a Property and Casualty license and a Life and Health license.
- Competitive Compensation: Hourly pay plus commission/bonus.
- Profit Sharing: Opportunity to participate in profit-sharing programs.
- Flexible Work Arrangements: Flexible hours and the option to work from home.
- Professional Development: Opportunities for growth and advancement within our agency.
