Customer Service Representative

We are a rapidly growing insurance agency looking for a skilled Client Services Sales Representative. You will build long-term client relationships, provide exceptional service, and uncover coverage needs to protect what matters most.

If you’re a proactive insurance professional who loves helping customers and takes pride in accuracy, follow-through, and delivering solutions we’d love to talk with you.

• Meet new business production goals and objectives as established
• Develop insurance quotes, makes sales presentations, and closes sales
• Secure all Trailing Documents from customers
• Complete Evidence of Insurance requests
• Take premium payments for customers
• Handle policy change requests for customers
• Ask each customer for referrals and explain our referral program
• Treat each customer contact as a cross and up-sell opportunity including financial products
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information
• Answer and return all phone messages promptly
• Be outstanding at relationship building

• General Lines Property Casualty License (preferred)

• Possess an upbeat attitude with a willingness to learn.

• Proficiency to multi-task, follow-thru and follow-up

• Professional phone etiquette

•Be capable of handling customer rejection

•Strong communication and negotiation skills

• Intrinsically driven to succeed