Customer Service Sales Representative

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

Hands On Training

• Meet new business production goals and objectives as established.
• Solicits for new business via telephone, networking, and other lead sources.
• Develop insurance quotes, makes sales presentations, and closes sales.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Return all phone messages promptly.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Bilingual, fluent in both English and Spanish is beneficial.

Recommended Skills

• Communication
• Confident And Emotionally Stable
• Creativity
• Curiosity
• Customer Service
• English