Insurance Representative

4 weeks ago


Chula Vista, California, United States Phil Levi-District Office Full time
Job Title: Insurance Representative

Job Description:

We are seeking a highly motivated and customer-focused Insurance Representative to join our team at Phil Levi-District Office. As an Insurance Representative, you will be responsible for providing exceptional customer service to our clients, processing policy change requests, and maintaining knowledge of our products.

You will also be responsible for prospecting and generating new business through leads and referral sources, as well as fostering strong relationships with our customers to maintain a high level of client retention and product loyalty.

Our ideal candidate will possess excellent communication and interpersonal skills, be able to multitask and follow through on tasks, and have a positive and enthusiastic attitude.

Responsibilities:

  • Process customer policy change requests.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Maintain knowledge of new products.
  • Prospecting and generating new business through leads & referral sources.
  • Provide exceptional customer service.
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Contact businesses and private individuals by telephone to promote products, services and/or referral programs.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Grow sales revenue by utilizing phone, email and potential client lists.
  • Provides on-going support to insurance clients as needed.
  • Provide customers with additional information about new products and services.
  • Stay up-to-date on industry market trends and best practices

Requirements:

  • Bilingual preferred but not required.
  • CA Licensed or Commit to getting licensed in the first 60 days. (We provide materials and pay for the licensing)
  • Possess an upbeat, positive and enthusiastic attitude.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Great Customer Service Skills.
  • Driven and goal-oriented individual.
  • Ability to tactfully handle stressful and difficult situations.


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