Customer Service Representative

Job Description

Job Description

We are a rapidly growing insurance agency looking for a skilled Client Services & Sales Representative. You will build long-term client relationships, provide exceptional service, and uncover coverage needs to protect what matters most.

If youre a proactive insurance professional who loves helping customers and takes pride in accuracy, follow-through, and delivering solutions wed love to talk with you.

Annual Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off

Hands on Training

Career Growth Opportunities

• Meet new business production goals and objectives as established
• Develop insurance quotes, makes sales presentations, and closes sales
• Secure all Trailing Documents from customers
• Complete Evidence of Insurance requests
• Take premium payments for customers
• Handle policy change requests for customers
• Ask each customer for referrals and explain our referral program
• Treat each customer contact as a cross and up-sell opportunity including financial products
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information
• Answer and return all phone messages promptly
• Be outstanding at relationship building

General Lines Property & Casualty License (preferred)

Possess an upbeat attitude with a willingness to learn.

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

Professional phone etiquette

Be capable of handling customer rejection

Strong communication and negotiation skills

Intrinsically driven to succeed