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Insurance and Financial Services Representative

2 months ago

Lynwood, California, United States Luis Acosta Insurance Agency Inc Full time
Job Description

We are seeking an Insurance and Financial Services professional to join our team at Luis Acosta Insurance Agency Inc. As an Insurance and Financial Services Representative, you will be responsible for expanding our business by selling various types of insurance policies to new and existing clients.

Key Responsibilities:

  • Present and sell insurance policies to new and existing clients, providing personalized solutions to meet their unique needs.
  • Develop and calculate suitable insurance plans based on clients' requirements, ensuring optimal coverage and protection.
  • Resolve client inquiries and complaints in a timely and professional manner, maintaining a high level of customer satisfaction.
  • Expand our business reach through effective networking techniques, building relationships with potential clients and partners.
  • Comply with insurance industry standards and regulations, ensuring compliance and integrity in all business activities.
  • Track and identify areas of improvement, implementing changes to enhance business performance and efficiency.

Requirements:

  • Previous experience in insurance, customer service, or related fields, with a proven track record of success.
  • Ability to build rapport with clients, understanding their needs and preferences.
  • Strong negotiation skills, with the ability to communicate effectively and persuasively.
  • Excellent written and verbal communication skills, with the ability to articulate complex ideas and concepts.
  • Ability to prioritize and multitask, managing multiple responsibilities and deadlines.