What are the responsibilities and job description for the Customer Service Representative position at Poncho Insurance?
Job Description
Job Description
- Promote the insurance agency to customers who need insurance
- Network with potential customers, realtors, and loan officers
- Educate customers on each type of insurance coverage and make recommendations based on their needs
- Evaluate current insurance policies and recommend additional coverage when needed
- Maintain all insurance documents in a confidential way
Benefits
Annual Base Salary Commission Bonus Opportunities
Mon-Fri Schedule
Tuition Reimbursement
Career Growth Opportunities
Evenings Off
Retirement Plan
Hands on Training
Flexible Schedule
Responsibilities
Make Phone Calls
Pick-Up Phone Calls
Prepare Home, Auto, Commercial & Life Insurance Quotes
Send, Receive, & Reply to Text Messages
Send, Receive, & Reply to Emails
Follow-Up Daily
Communicate with the Underwriters
Upload Documents as Needed
Take Payment
Send Documents for Signature via DocuSign
Ask for Referrals
Requirements
Valid (2-20) Property and Casualty License AND
Valid (02-15) Life Health and Variable Contracts License
IF YOU CURRENTLY HAVE A Valid (02-14) Life and Variable Contracts License, YOU WILL NEED TO OBTAIN A (2-40) Health Agent License
LICENSE NAMES AND NUMBERS VARY BY STATE)
Some sales and relationship building experience
Hungry to make money and self-motivated
Reference Below Website to Obtain License
https : / / centralinsuranceschool.com / index.aspx OR
https : / / www.adbanker.com / pre - licensing.aspx#.FL.FC
MUST HAVE THESE LICENSES OR ABLE TO OBTAIN WITHIN 2 WEEKS
