Position Overview

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Work with the agent to develop and maintain a digital marketing system to promote the office.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to identify and support local community events in our market.
• Maintain a strong work ethic with a total commitment to success each and every day.

As an Agent Team Member, you will receive...

• Hourly pay plus commission / bonus
• Hourly pay
• Valuable experience
• Growth potential / Opportunity for advancement within my agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals / quotas preferred
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Self-motivated
• Detail oriented
• Ability to work in a team environment
• Ability to multi-task
• Ability to make presentations to potential customers
• Property and Casualty license (must be able to obtain)

Last updated : 2024-05-04