Protection and Financial Advisor

3 days ago


Sterling Heights, Michigan, United States Van Tiem Insurance & Financial Srv. Inc Full time
Job Summary

Van Tiem Insurance & Financial Srv. Inc is seeking a dynamic and results-driven insurance sales representative to join our team. As a key member of our team, you will be responsible for developing and maintaining relationships with clients, identifying their insurance needs, and providing tailored solutions to meet those needs.

Salary and Benefits Package

The estimated annual salary for this role is around $70,000 - $90,000 plus commission and bonus opportunities, with a comprehensive benefits package including paid time off, health insurance, vision insurance, and disability insurance.

Key Accountabilities
  • Develop and present insurance quotes to clients, identifying opportunities to upsell or cross-sell products.
  • Process customer policy change requests, ensuring seamless communication and minimizing disruptions.
  • Secure all trailing documents from customers, maintaining accurate records and facilitating efficient claims processing.
  • Handle incoming claim calls from customers, providing empathetic and effective support.
  • Document each customer contact in eAgent, maintaining accurate records and enhancing client relationships.
Requirements
  • Exceptional phone etiquette and basic computer literacy.
  • Strong relationship-building and customer retention skills.
  • Attention to detail and problem-solving abilities.
  • Active listening and strong communication skills.
  • Professionalism and politeness in all interactions.
  • Calm under pressure and a desire to succeed.
  • Possess a P&C license (we will help you obtain if you do not presently have this).

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