Customer Service and Sales Representative

Job Description: 

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service and Sales Representative in our thriving insurance agencies. This role is responsible for providing exceptional service to existing clients while also driving new business through proactive sales. The ideal candidate will possess strong communication skills, a passion for helping people, and the ability to generate sales leads and close deals.

Responsibilities:

Customer Service: Provide outstanding service to existing clients, addressing inquiries, managing policy changes, and resolving any issues promptly and professionally.

Sales Generation: Identify sales opportunities by proactively reaching out to potential clients, conducting needs assessments, and offering appropriate insurance products (personal, commercial, health, etc.).

Policy Reviews: Perform policy reviews for current clients to ensure coverage meets their evolving needs, offering updates or changes as necessary.

Lead Generation: Use various marketing tools and lead-generation strategies to expand the client base. Follow up with warm and cold leads, scheduling appointments and consultations.

Cross-Selling and Upselling: Promote additional coverage options and bundled insurance packages to clients, increasing their policy value and the agency’s revenue.

Claims Assistance: Support clients through the claims process, answering questions, providing guidance, and liaising with adjusters when necessary.

Documentation: Accurately process new business, renewals, policy changes, and cancellations in agency management systems.

Customer Retention: Build long-term relationships with clients by providing excellent service, anticipating needs, and conducting follow-ups to ensure satisfaction.

Sales Goals: Meet or exceed individual and team sales targets, contributing to the growth and success of the agency

Requirements: 

Complete and pass a background check.

Create relationships from a cold start.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Prior Sales Experience. (preferred but not required)

Professional phone etiquette.

Great Customer Service Skills.

Works well with other employees and is a team player with a positive attitude.

Willingness to become licensed if not prior to hire date.