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Insurance Sales Representative

2 months ago

Jefferson, Iowa, United States Heritage Insurance & Real Estate Full time
Job Overview

Heritage Insurance & Real Estate is seeking a highly motivated and customer-focused Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service to our clients and prospects, processing policy change requests, and maintaining knowledge of our insurance products.

This is an excellent opportunity for individuals who are passionate about delivering outstanding customer experiences and are eager to learn and grow with our company.

Key Responsibilities
  • Process customer policy change requests in a timely and efficient manner.
  • Secure all necessary documents from customers to ensure accurate policy processing.
  • Handle incoming claim calls from customers with professionalism and empathy.
  • Complete Evidence of Insurance requests to meet customer needs.
  • Take premium payments from customers in a secure and efficient manner.
  • Answer incoming phone calls promptly and provide excellent customer service.
  • Generate insurance quotes to meet customer needs and exceed expectations.
  • Follow up on claims to ensure timely resolution and customer satisfaction.
  • Provide ongoing support to insurance clients as needed to ensure their needs are met.
Requirements
  • Possess a genuine willingness to learn, be intuitive, and resourceful, and be coachable.
  • Possess an upbeat, positive, and enthusiastic attitude to deliver exceptional customer service.
  • Must have the ability to multi-task and prioritize tasks effectively.
  • Professional phone etiquette is essential for success in this role.
  • Great customer service skills are a must to meet the needs of our clients.
  • Ability to work well with other employees and be a team player with a positive attitude.
  • No insurance experience is required, but a willingness to learn and grow with our company is essential.