Customer Service and Sales Representative
1 week ago
Job Summary:
The Sagani Agency LLC is seeking a skilled Customer Service and Sales Representative to join our team. As a Customer Service and Sales Representative, you will be responsible for maintaining and maximizing profitable relationships with personal lines clients and growing the book of business through new client sales.
Key Responsibilities:
- IDentify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
- Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including winbacks.
- Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
Requirements:
- Hold the insurance license required by your state and have a minimum of one year of personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
Salary and Benefits:
$65,000 - $85,000 per year, depending on experience. The position also offers a competitive benefits package, including professional development opportunities, job stability in a growing industry, and access to cutting-edge technology.
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