Summary: Quote, sell, and service insurance products, as per customer requests.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
– Selling new business and upselling existing business.
– Making sales calls, answering customer calls, and offering solutions to customer questions, by taking time to educate customers on products and services.
– Research and learn policy coverage, underwriting guidelines and eligibility provisions for each company.
– Perform all responsibilities and achieve individual goals on quality, time, and client satisfaction. Which may include quoting, and selling policies, processing payments, taking claims information, following through with client requests and properly documenting all information.
Qualifications
To perform this job successfully, an individual must be able to multi-task, and perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Must hold a General Lines Property and Casualty License &/or General Lines Life and Health License or obtain within 30 days of hire, and have a High School Diploma or Equivalent
Knowledge/Skills
• Detail oriented with the ability to multi-task, work in a team environment and be flexible to daily changing needs and job duties.
• Must possess strong analytical, and interpretive skills, with the ability to troubleshoot, problem solve, and analyze customer needs.
• Excellent oral, written and interpersonal communication skills.
• Must be dedicated to quality, highly organized and efficient.
• Must practice concise and accurate documentation.
• Strong customer service skills and focus.
• Excellent and energetic on the phone.
• Dedicated to customer service
Computer Skills
PC literate, including Microsoft Office products.
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Michael Walker2023-12-28Agent Yadira was very courteous, knowledgeable, and helpful. My insurance needs were met.
