Personal Lines Insurance Agent

Customer Service Representative for Personal Insurance:

Saber Insurance Agency

Employment Type: Full time in office

About You:

You are ready, willing and able to help others become more effective and successful. You believe that your individual success is tied to the results of the team. You are an empathic individual with a high degree of sincerity. You tend to follow through on projects, always doing your homework prior to a meeting or event. You tend to be very service-oriented. You have excellent listening skills and are perceived as a person with an active interest in the opinions of others. Your style is natural and genuine. You persuade others by offering empathy, understanding and friendship. You are able to handle both the human side and the task side of the job. You are comfortable with talking to people on the phone and using a computer all day, so you are computer literate. Like to work with numbers and learn new things. You want to ensure that the client is fully protected with the right insurance policies and coverage. You are inspired to earn more money by helping the client with all of their insurance needs. You desire to be part of a team and want to be part of the solution and not the problem. If this sounds like you, please read on as we will train the right person.

About Us:

We are a independent owned business, whose core values are to always demonstrate integrity in every transaction. We are a team of people helping people. Our independent insurance business has been established for over 24 years, our CEO has been in the insurance industry 26 years. We rarely hire, so we are looking for the right person. Our success is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. We assist our clients with protecting themselves, family, businesses, assets. We also invest our time and money by helping charities both local and abroad. As an independent insurance agency, we work for our clients, not one insurance company.

Our office hours are Monday thru Thursday 9:00 – 5:00, Friday 9:00 – 3:00. We will train the right individual.

Job Responsibilities:

· Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.

• Manage and update data in proprietary software system
• Assist sales agent in quoting new business and look for opportunities to add additional policies.

· Support teammates with follow up for clients and prospects.

· Research and resolve coverage questions.

· Promptly respond to client needs either on the phone or electronically.

· Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs.

· Issue new policies

• Manage upcoming renewals
• Take care of cancellations
• Handle general service requests
• Deal with lapsed/cancelled policy reinstatements

· Assist with other office duties as they arise and are needed.

· Cultivate new opportunities and offer additional lines of insurance through consultative selling.

Professional and Personal Skills:

· High school diploma or equivalent is required. College education is a plus especially if you have taken business classes or have a degree.

· Proficient with Microsoft Word, Excel, Outlook and a calculator

· Must be computer literate and type quickly and accurately.

· Must have worked in a business office environment in the past.

· Excellent communication skills both verbal and written.

· Organized, structured, and punctual and will follow the rules

· Must have a clean record with the DMV.

· Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest.

· Knowledge of insurance policies, computer systems, carriers, and processing is considered a plus but is not required.

· Having an insurance license is not required but is a plus.

· Bilingual isn’t required but is a plus. We are looking for Spanish as well as English languages both spoken and written.

Wages and Compensation:

· We offer competitive wages between $17 - $25 per hour depending on experience. We offer the following benefits: 5 days paid vacation, 5 Paid Holidays and 6 Sick Days, Health insurance contribution, 401K. Bonuses for a job well done when numbers are met with accuracy. Opportunities for advancement.

·

Experience Requirements:

• 2 years insurance experience
• California Insurance License

How to Apply:

· Email the following to us at sam@saberinsurance.com

o Your resume with three personal references and three professional references

o Write a short essay (less than one page) on either of the following:

§ Describe the person (present, past, dead or alive) you admire the most and why or…

§ Describe an experience that has been the MOST valuable to you and why

· Please do NOT call the office to inquire.

· Please do NOT walk into the office to inquire.

· Please follow these instructions precisely or you will not be considered for the position.We are hiring brilliant and strong, INSURANCE SALES PRODUCERS; we want to invite you to join our workforce and be a part of our growing agency. This is an INSURANCE SALES PRODUCER role dealing with the insurance industry. Sales EXPERIENCE a MUST!. Our target is to ensure excellent service standards, respond efficiently to customer inquiries, and maintain high customer satisfaction.

*Insurance Industry experience IS A MUST!

Sales Producer Duties:

* P & C (Property and Casualty) Insurance license is required

* Experience in the insurance industry is required

* Possess the ability to work independently, calmly and efficiently in a fast-paced environment

* Assist customers to resolve general customer service inquiries as needed

* Regularly exceed sales quota

* Customize insurance programs, taking time to clear any questions

* Follow up with existing agency customers

* Receive inbound calls, emails and outbound calls to existing customers

* Review coverage selections with customers

* When appropriate recommend additional products and coverage's to existing customers

Attributes needed to be successful:

* Highly motivated, positive approach, friendly personality

* Business Results: Able to meet individual performance metrics and goals.

* Multi-tasking: Able to successfully juggle multiple priorities at any given time

* Attention to detail: Follow-through and eagerness to help existing customers.

* Communication: Possess outstanding written and verbal communication skills

* Customer orientation and ability to adapt/respond to different types of characters

* Training will be provided.

* Teamwork: Accept feedback when offered and work well with others

* Ability to be empathetic: Positive and upbeat in written and verbal communications -

* Excellent grammar and proofreading

* Problem-solving: Able to research and identify timely solutions to customer-related problems

* Solid computer skills with knowledge of Windows and Microsoft Office.

Job Type: Full-time or Part-time

Salary: DOE

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Sick time

Experience:

• Insurance Sales: 2 year (Required)

License:

• Property and Casualty and/or Life and Health Insurance lice (Required)

Language:

Spanish? Preferred (Preferred)

Job Type: Full-time

Pay: $40,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Supplemental Pay:

• Commission pay

Experience:

• Insurance: 2 years (Required)

Work Location: In person

Salary : $40,000 - $85,000