Agent/ CSR P&C

Job Description

Job Description

Join our dynamic team as a P&C Insurance Agent/Customer Service Representative (CSR), where you'll play a vital role in delivering exceptional insurance solutions and outstanding customer service. This energetic position offers an exciting opportunity to engage with clients, understand their insurance needs, and provide tailored coverage options across property, casualty, health, and commercial insurance sectors. As a key member of our team, you'll drive growth through proactive sales efforts, build lasting relationships, and ensure compliance with industry regulations. If you're passionate about helping people protect what matters most while thriving in a fast-paced environment, this role is perfect for you!

Duties

• Conduct retail sales consultations to assess client needs and recommend appropriate insurance products, including property, casualty, health, and commercial coverage.
• Negotiate policy terms and premiums with clients to secure mutually beneficial agreements that meet their needs and company standards.
• Manage sales administration tasks such as processing quotes, policy applications, renewals, and endorsements efficiently and accurately.
• Utilize analysis skills to evaluate client data, risk factors, and market trends to develop customized insurance solutions.
• Communicate complex insurance concepts clearly and effectively to clients in multiple languages (bilingual/multilingual capabilities are a plus).
• Stay informed about insurance regulation changes and industry best practices to ensure compliance and maintain high service standards.
• Provide exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining positive client relationships.
• Multiple top rated carriers
• Spanish speaking a plus

Qualifications

• Strong negotiation skills with the ability to close sales effectively while maintaining customer trust.
• Knowledge of property casualty insurance, commercial insurance products.
• Excellent communication skills; bilingual abilities are highly desirable to serve diverse client populations.
• Familiarity with sales administration tools and marketing strategies to attract new clients.
• Analysis skills to assess risks, review policies, and tailor coverage options accordingly.
• Understanding of insurance regulation standards and compliance requirements across different states.
• Ability to work independently while collaborating effectively with team members.
• Strong organizational skills for managing multiple client accounts and administrative tasks efficiently.

Embark on a rewarding career where your enthusiasm for sales meets your commitment to helping others protect their assets! We’re dedicated to supporting your growth through comprehensive training programs, ongoing development opportunities, and a vibrant team environment that celebrates your successes every step of the way.

Pay: $48,000.00 - $60,859.39 per year

Benefits:

• 401(k)
• Disability insurance
• Paid time off

Work Location: In person