Customer Service Specialist

7 days ago


Las Cruces, New Mexico, United States Martha Sanchez-Farmers Insurance Agency Full time
About the Role

We are seeking a highly motivated and experienced Insurance Sales Representative to join our team at Martha Sanchez-Farmers Insurance Agency in New Mexico. As a key member of our sales team, you will be responsible for managing accounts, maintaining strong business relationships, and ensuring customer satisfaction.

Key Responsibilities
  • Meet new business production goals and objectives as established.
  • Develop insurance quotes, make sales presentations, and close sales.
  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in eAgent.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Take premium payments from customers.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Generating insurance quotes.
  • Provide exceptional customer service and support.
  • Develop and maintain client relationships.
  • Cold call, direct email and perform other lead generation activities.
Requirements
  • A Property & Casualty insurance license is required.
  • Create relationships from a cold start.
  1. Proficiency to multi-task, follow-thru and follow-up.
  • Strong communication skills, both oral and written.

Ability to tactfully handle stressful and difficult situations.

Be equipped with great listening and closing skills.

Bilingual, fluent in both English and Spanish is beneficial.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.



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