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Form of workJob Description
ROLE DESCRIPTION:
As Financial Products Specialist for The Carmen Moya Insurance Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
As Financial Products Specialist for The Carmen Moya Insurance Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Promote successful and long-lasting customer relations.
- Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Experiencing managing client relationships preferred
- Interest in marketing products and services based on customer needs.
- Excellent communication skills - written, verbal, and listening.
- Dedicated to customer service.
- Able to anticipate customer needs.
- Able to effectively relate to a customer.
- Sales experience preferred.
- Bilingual in Spanish preferred
- Licensed in Property & Casualty preferred.
- Paid time off (holidays and personal/sick days)
- Salary plus commission/bonus
- Health/Life benefits
- 401(k)
- Growth potential/opportunities for advancement within my agency
- Signing bonus of $2,500 for pre-licensed producers (Property & Casualty)
