Customer Sales and Service Representative
Charles Skipper- Farmers Insurance Agency
Job Description
Job Description
A Farmers Insurance Customer Sales and Service Representative provides customer support by answering inquiries, resolving issues, and managing accounts, while also generating sales by providing quotes, cross-selling products, and asking for referrals. Key responsibilities include handling a variety of customer interactions via phone and email, documenting records, maintaining product knowledge, and meeting sales goals while working in conjunction with Agency Producers.
Responsibilities
- Meet new business production goals and objectives as established.
- Develop insurance quotes, make sales presentations, and close sales.
- Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Complete Evidence of Insurance requests.
- Develop new Financial Services opportunities.
- Take premium payments from customers.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products and services.
- Prospecting and generating new business through leads & referral sources.
- Provide exceptional customer service and support.
- Develop and maintain client relationships.
- Working in conjuction with Agency Producers
Requirements
- Possess an upbeat, positive and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Proficiency to multi-task, follow-thru and follow-up.
- Exceptional Business Writing and Editing Skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.
- A Property & Casualty insurance license is required.
- A Life & Health Insurance license is required.
- Strong work ethic and leadership skills.
Benefits
- Paid Time Off (PTO)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
Vacancy posted a month ago
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