Client Relations Sales Associate

1 week ago


Chico, California, United States Jerry Vestesen District Office Full time

We are excited to announce that our team is growing, and we are in search of a dedicated individual to join our exceptional customer service department. This is a full-time opportunity for a Customer Service Sales Representative who will play a crucial role in delivering outstanding service to both existing clients and potential customers.

The ideal candidate will be responsible for managing policy change requests, maintaining an in-depth understanding of our offerings, and addressing any inquiries from our clientele.

While prior experience in the insurance sector or office environment is advantageous, it is not a prerequisite for this role.

Key Benefits

  • Paid Time Off (PTO)
  • Flexible Work Schedule
  • Opportunities for Career Advancement
  • Comprehensive Training Provided

Core Responsibilities

  • Achieve established business production targets and objectives.
  • Generate new business through telephone outreach, networking, and various lead generation methods.
  • Prepare insurance quotes, deliver sales presentations, and finalize sales transactions.
  • Handle customer requests for policy modifications.
  • Collect all necessary documentation from clients.
  • Complete requests for Evidence of Insurance.
  • Record each customer interaction in our management system.
  • Warmly welcome all clients entering the office.
  • Process premium payments from customers.
  • Encourage referrals from each customer and explain our referral incentives.
  • Respond to all phone messages in a timely manner.

Qualifications

  • A genuine eagerness to learn, along with being resourceful and open to coaching.
  • A positive, enthusiastic, and proactive attitude.
  • Ability to work independently with a strong sense of urgency.
  • Skill in multitasking, following through, and maintaining communication.
  • Excellent interpersonal and communication skills.
  • Self-motivated and capable of working autonomously.
  • A Property & Casualty license is preferred, but we are willing to train the right candidate.
  • Professional phone manners.
  • Strong spelling and grammar proficiency.
  • Exceptional customer service abilities.
  • Effective problem-solving skills.
  • Bilingual proficiency in English and Spanish is a plus.
  • A minimum of 2 years of relevant experience is required.


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