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Insurance and Financial Services Representative

2 months ago

Richmond, Illinois, United States Cindy Bernzott Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with expert advice and guidance on their insurance and financial needs.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with our customers, understanding their needs and providing them with tailored solutions.
  • Insurance and Financial Services: Provide expert advice and guidance to customers on their insurance and financial needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.
  • Business Development: Identify new business opportunities and develop strategies to grow our customer base.
Requirements
  • Excellent Communication Skills: Possess excellent written, verbal, and listening skills, with the ability to communicate complex information in a clear and concise manner.
  • Customer-Focused: Be highly customer-focused, with a strong ability to understand and meet the needs of our customers.
  • Business Acumen: Possess a strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
  • Team Player: Be a team player, with the ability to work collaboratively with colleagues to achieve common goals.
About Our Agency

We are a dynamic and growing insurance and financial services agency, dedicated to helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are passionate about providing exceptional service and building long-term relationships with our customers.