Customer Service and Sales Representative

Job Description

Job Description

Benefits:

• Health Insurance Stipend
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Training & development

• Talk with customers to understand their needs and help them find the right insurance solutions.
• Follow up with leads, prospects, and existing customers.
• Make outbound calls and consistently follow up on opportunities.
• Build relationships and create a positive customer experience.
• Explain insurance options in a simple, easy-to-understand way.
• Identify opportunities to recommend additional coverage when appropriate.
• Keep customer information and follow-up activities organized.
• Work toward individual and agency goals.

• Insurance experience preferred.
• Sales experience in other industries also appreciated.
• An active Property & Casualty insurance license, or the willingness to obtain.
• A self-motivated desire to succeed
• A friendly, conversational personality and the ability to connect easily with people.
• Comfortable talking with customers over the phone.
• Willingness to make calls, follow up consistently, and stay organized.
• Dependable and coachable.

• Training, coaching, and support to help you learn the insurance business.
• Opportunity to build a long-term career in insurance.
• Supportive team environment.
• Room to grow as you develop your skills and experience.
• The opportunity to build valuable sales and relationship-building skills while helping customers protect what matters most.