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Insurance Trainee Wanted

Hawkguard Insurance Services
Temecula, CA Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/19/2025

Job Description

Job Description

Who we are :

Hawkguard Insurance Services is on a mission to Guard Life Like a Hawk by assessing our clients needs, offering comprehensive insurance education, and delivering tailored insurance solutions. We stand firmly committed to restoring our clients lives should the unexpected occur.

Who we are looking for :

If you're looking for a stable and recession proof career, then Hawkguard Insurance is the agency for you. If you thrive in a dynamic work environment where each day brings new challenges, where you engage with clients using cutting-edge technology, and take pride in delivering exceptional client experiences, then look no further. Above all, if you aspire to be a valued member of a team that collaborates seamlessly, communicates effectively and strives towards a common goal, then join our team.

Benefits

Annual Base Salary Commission Bonus Opportunities

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

One on One Training

Bonus opportunities

Paid Holidays

Work life balance

Paid Time Off (PTO)

Team lunches

Team building events

Responsibilities

Establish relationships and connections with current and future clients.

Manage the annual renewal process for all personal and commercial lines clients, including identifying and pursuing potential cross-sell opportunities.

Managing all remarketing for both personal and commercial lines policies.

Manage all personal lines service and billing requests (endorsements, policy changes, third-party requests, etc.)

Advise and assist clients during the claims process.

Assist with personal and commercial lines customer service requests, certificate of insurance requests, endorsement and submissions.

Assist with quoting personal and commercial lines insurance products.

Assist with post sales tasks such as sending and retrieving insurance applications, sending policy documents to clients, updating mortgage and lien holders and assisting clients with the insurance transition.

Managing and maintaining a solid retention percentage by providing world class customer service.

Requirements

Proficient with a computer, you will be on it most of the day. (Microsoft, email, Excel, etc.)

Be amazing on the phone, your job is to make people smile!

Must be able to type fast, no hunt and peck please!

Very Organized and able to follow instructions

Be a problem solver who thinks outside the box

Must have common sense, very important!

Patient, respectful, trustworthy, friendly, articulate, honest and ethical

Have excellent communication skills both verbally and written.

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