Sales Representative Insurance Agent

Job Description

Job Description

Job Title
Property and Casualty Insurance Sales Representative

 

 

Job Summary

• Provides customer service and resolves issues by offering solutions, explanations and options. Quotes and prepares insurance proposals.

 

General Accountabilities

• Provides customers' information about products or services, quotes and closes sales, cancels accounts, or obtains details of complaints.
• Ensures full customer satisfaction and maintains a friendly, helpful demeanor while engaging in proactive policy retention strategies.
• Identifies and prioritizes problems and issues related to service area.
• Maintains close contact with customer to give updates on progress toward resolution of issue or service request.
• Refers unresolved customer issues to designated departments for further investigation.
• Processes applications, releases, cancellations, adjustments, changes, requests, fees, invoices and other related paperwork.
• Personally responsible for hitting team and individual sales goals.
• Keeps records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• *The company reserves the right to add or change duties at any time.

 

Job Qualifications

• Education: High school diploma, equivalent or higher education.
• Experience: 1-2 years of related experience
• State of Florida 4-40 Licensed a MUST.

 

Skills

• Excellent verbal and written communication
• Service orientation
• Critical thinking
• Active listening
• Knowledgeable in Office Programs
• Reliable and with great time management