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Insurance Sales and Customer Support Specialist
2 months ago
Position Overview
As an Insurance Sales and Customer Support Specialist, you will play a crucial role in enhancing customer satisfaction by addressing inquiries and resolving issues related to our insurance products and services. Your primary responsibility will be to engage with both internal and external clients, providing insights into underwriting standards, policies, and marketing strategies to effectively manage customer accounts.
Key Benefits
• Competitive Base Salary with Commission Opportunities
• Paid Time Off (PTO)
• Comprehensive Health Insurance
• Monday to Friday Work Schedule
• Hands-on Training Provided
Core Responsibilities
• Assess customer needs and expectations to recommend suitable products and solutions.
• Actively solicit, negotiate, and sell new insurance policies.
• Evaluate renewal business and determine necessary follow-up actions based on changes.
• Promote additional products to existing clients through cross-selling and up-selling techniques.
• Maintain detailed records of customer interactions, including inquiries, complaints, and resolutions.
• Assist in the annual review process by reaching out to clients and preparing tailored coverage recommendations based on their needs.
• Conduct risk assessments and underwriting evaluations.
• Serve as a liaison for clients and claims.
• Escalate unresolved customer issues or complex interactions to senior team members.
• Monitor activity and performance metrics for agency marketers.
• Adhere to company policies and agency guidelines.
• Perform general customer service tasks as required.
• Execute additional duties as assigned.
Qualifications
Mandatory: Valid Arizona Insurance License for Property & Casualty, Life, Accident, and Health.
Performance Orientation: Demonstrated ability to meet individual performance metrics and objectives.
Multi-tasking Skills: Proficient in managing multiple priorities simultaneously.
Attention to Detail: Ensure accurate and thorough documentation of all customer interactions.
Communication Skills: Exceptional written and verbal communication abilities.
Product Knowledge: Familiarity with basic product offerings, billing processes, underwriting, and operational guidelines.
Team Collaboration: Willingness to accept constructive feedback and work effectively with colleagues.
Problem-Solving Skills: Capable of researching and identifying timely solutions to customer-related challenges.
