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Remote Insurance Producer Job at Metzen Agency in Santa Ana

Metzen Agency
Santa Ana, CA Remote Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/15/2025

Join us and grow your career to new heights. Hector Gonzalez- Farmers Insurance Agency in SANTA ANA, California, is looking for a confident, experienced individual to join our team. In this Full-Time position, you will be responsible for selling and promoting our products. We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service. If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers. If you are ready to grow your sales career, Apply Today!

Annual Base Salary Bonus Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Responsibilities

  • Process customer policy change requests.
  • Handle all incoming claim calls from customers and follow-up.
  • Complete Evidence of Insurance requests.
  • Take premium payments from 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 incoming phone calls on the first ring.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products and services.
  • Prospecting and generating new business through leads & referral sources.
  • Provide exceptional customer service and support.
  • Be outstanding at relationship building.
  • Develop and maintain client relationships.
  • Cold call, direct email and perform other lead generation activities.
  • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Maintain phone time or sales quotas as determined by management.
  • Grow sales revenue by utilizing phone, email and potential client lists.
  • Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Work independently and as part of a team.
  • Develop and implement new marketing and sales strategies.
  • Participate in regular team meetings and brainstorming sessions.
  • Attend training and continuing education courses.
  • Handle customer renewals.

Requirements

  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Excellent Communication / interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • Must be highly self-motivated.
  • Career minded vision.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • A Property & Casualty insurance license is required.
  • Strong work ethic and leadership skills.
  • Minimum 1 year prior sales experience preferred.
  • Previous work experience in sales, marketing, promotions or telemarketing.
  • Knowledge of sales and marketing principles and strategies.
  • Bilingual, fluent in both English and Spanish is beneficial.
  • Ability to take initiative, be proactive, and think outside the box.
  • Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.
  • Ability to lead and motivate others, set a good example, and inspire others.
  • Ability to identify and solve problems, think critically, and make decisions quickly.
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