Customer Service and Sales Insurance Professional

3 days ago


Elk Grove, California, United States Provence Financial & Insurance Services Full time

About the Role:

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We are seeking a skilled and experienced professional to join our Personal Lines team as a Customer Service and Sales Insurance Professional. This role involves developing, managing, and expanding relationships with current clients and pursuing new business opportunities with prospective clients.

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Key Responsibilities:

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  • Provide consistent, accurate, and timely communication to clients through verbal and written correspondence\
  • Call new and existing insureds for cross-sell opportunities, quote and bind personal lines policies, and retain accounts to deepen relationships with clients\
  • Inform and educate clients about coverage, exclusions, and exposures, document electronic files accordingly\
  • Respond to client needs by producing binders, certificates, policies, and other related items\
  • Maintain client files in our Agency Management System for processing all transactions\
  • Process daily incoming mail, emails, voice mails, and faxes, follow up to ensure timely responses\
  • Reneew policies by agency standards\
  • Maintain client files accurately and consistently documenting conversations\
  • Adhere to all other automation procedures\
  • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines\
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Requirements:

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  • 1 Year of Insurance, customer service, and/or sales experience\
  • Active Property and Casualty Insurance License for California and/or Nevada\
  • Ability to organize, prioritize, and self-manage workload\
  • Ability to work in a team environment, with a positive attitude, and willingness to help others\
  • Able to work under pressure and time constraints\
  • Strong written and verbal communication skills\
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What We Offer:

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  • Base Salary: $65,000 - $85,000 per year, with incentive and bonus opportunities\
  • Company-sponsored medical plan, vision, dental insurance, supplemental, PTO, and 401k plan\
  • Career path opportunities\
  • Additional Provence perks\


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