Licensed P&C Insurance Customer Service Rep

Job Description

Job Description

Welcome to Culbertson Agency Inc, a thriving insurance firm based in the heart of Fort Myers, Florida. We are actively seeking a Licensed Property and Casualty Insurance Sales Agent with Allstate experience to join our dedicated team. Our agency is committed to building strong relationships with clients and providing them with peace of mind through comprehensive insurance solutions. As a team member, you'll be at the forefront of servicing our valued clientele, helping them navigate the complexities of insurance, and ensuring they receive personalized and efficient service. This role offers the opportunity to work directly with clients in the vibrant Fort Myers community, fostering positive interactions that lead to long-lasting relationships. Our agency prides itself on maintaining a respectful, supportive, and professional work environment. Join us and become a part of a team that genuinely values expertise, collaboration, and a client-focused approach to insurance services.

If you’re ready to take the next step in your insurance career, we encourage you to apply today!

Hourly Base + Commission & Bonus potential

Responsibilities

• Client Engagement: Proactively reach out to new and existing clients to understand their insurance needs and provide personalized advice.
• Sales Initiatives: Present, promote, and sell insurance policies to potential customers, meeting both their needs and agency targets.
• Customer Service: Provide exceptional service by addressing any inquiries from policyholders and resolving concerns promptly.
• Policy Management: Assist clients in understanding their coverage, making policy changes, and processing renewals efficiently.
• Cross-Selling: Identify additional products that could enhance client protection and encourage clients to round out their policies.
• Documentation: Ensure all client interactions and transactions are accurately documented in our system.
• Professional Development: Keep abreast of industry trends and changes to provide clients with informed advice and maintain best practices.

Requirements

• Licensing: Valid Florida 4-40 or 2-20 License is required.
• Experience: Previous experience with an Allstate agency required to be remote.
• Communication Skills: Strong verbal and written communication skills are essential.
• Customer Service: Demonstrated commitment to providing excellent customer service and building client relationships.
• Sales Skills: Ability to effectively identify customer needs and sell appropriate insurance solutions.
• Problem-Solving: Capable of resolving client concerns in a timely and effective manner.
• Computer Proficiency: Comfortable using different software applications and CRM systems.
• Local Knowledge: Familiarity with the Fort Myers, Florida area and its insurance market is a plus.

Benefits

• Paid Time Off (PTO)