Insurance Sales And Customer Service Agent

Job Summary
Join our dynamic team as an Insurance Sales and Customer Service Agent, where your enthusiasm and communication skills will drive customer satisfaction and business growth. In this role, you will actively engage with clients to understand their insurance needs, promote suitable insurance products, and provide exceptional service throughout the customer journey. Your energetic approach will help build lasting relationships, ensuring clients feel valued and confident in their insurance choices. This paid position offers a vibrant environment where your sales expertise and customer service talents can truly shine.

Responsibilities

• Engage with potential and existing clients through outside sales efforts, including telemarketing and community outreach, to promote insurance products.
• Conduct thorough needs analysis to recommend appropriate insurance solutions tailored to each client’s unique situation.
• Negotiate policy terms and coverage options to secure mutually beneficial agreements that meet client needs while aligning with company policies.
• Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation within CRM systems.
• Provide outstanding customer service by addressing inquiries, resolving issues promptly, and guiding clients through policy details with clear communication skills.
• Collaborate with marketing teams to develop strategies that attract new customers and retain existing ones through targeted campaigns.
• Ensure compliance with industry regulations, including HIPAA (Health Insurance Portability and Accountability Act), safeguarding sensitive client information at all times.

Qualifications

• Proven experience in outside sales, retail sales, or telemarketing roles with a track record of meeting or exceeding targets.
• Strong negotiation skills combined with excellent communication abilities to effectively explain complex insurance concepts.
• Multilingual or bilingual capabilities are highly desirable to serve diverse customer bases effectively.
• Familiarity with sales administration processes and analysis skills to interpret market data and optimize sales strategies.
• Knowledge of insurance sales practices, benefits administration, and marketing principles is a plus.
• Exceptional customer service skills with a proactive approach to building rapport and trust with clients.
• Ability to work independently in a fast-paced environment while maintaining attention to detail and compliance standards. Embark on a rewarding career where your energetic drive makes a real difference! We’re dedicated to supporting your professional growth through comprehensive training and ongoing development opportunities. Join us today to help clients protect what matters most while advancing your skills in a vibrant team setting!

Pay: $20.00 - $70.00 per hour

Benefits:

• 401(k)
• Paid time off
• Vision insurance

Work Location: In person