Customer Service and Sales Representative

As an Insurance Customer Service and Sales Representative, you will be a key part of our team, responsible for driving business growth and providing exceptional service to our clients. Your primary role will involve generating and managing new business leads, developing insurance quotes, delivering presentations, and closing sales. You will also be tasked with handling all service and sales requests, ensuring the highest level of customer satisfaction.

In this role, you will have the opportunity to build long-lasting relationships with clients, manage insurance policies, and play a vital role in the retention of customers. A proactive, positive attitude is essential as you will be expected to multitask effectively, follow up on leads, and maintain a high level of professionalism in all communications.

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Personal and Professional Growth

Competitive Compensation

Bonus Opportunities

Commission Opportunities

Supportive Work Environment

Team Building

Team Oriented Culture

Work-Life Balance

Key Responsibilities:

• Generate and manage leads for new business through various methods, including phone, networking, and other sources.
• Develop and present tailored insurance quotes to prospective clients.
• Close sales and meet or exceed monthly/quarterly sales targets.
• Handle incoming service and sales requests efficiently and professionally.
• Build and maintain strong relationships with clients to ensure their needs are met.
• Manage insurance policy sales, service, and retention, ensuring satisfaction at all stages.
• Work collaboratively with the team to meet company objectives and foster a positive work environment.

Ideal Candidate Will:

• Be eager to learn and open to feedback, showing resourcefulness and initiative.
• Maintain an upbeat, positive, and enthusiastic attitude.
• Be a self-starter with a strong sense of urgency.
• Possess excellent communication and interpersonal skills.
• Be able to multitask, follow through, and prioritize effectively.
• Show confidence and self-motivation in meeting goals and handling challenges.
• Handle stressful or difficult situations tactfully and professionally.
• Exhibit strong problem-solving capabilities with a customer-centric approach.
• Demonstrate professionalism, especially in phone etiquette and customer interactions.
• Quick to learn and proficient in adapting to new computer programs and systems.