Job Description
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Paid Time Off (PTO)
Responsibilities
- Process customer policy change requests.
- Complete Evidence of Insurance requests.
- Develop new Financial Services opportunities.
- 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.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Answer incoming phone calls on the first ring.
- Return all phone messages promptly.
- Share training and education knowledge and expertise with team members.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products.
- Prospecting and generating new business through leads & referral sources.
- Generating insurance quotes.
- Provide exceptional Customer Service.
- Be outstanding at relationship building.
- Maintain client relationships with follow up phone calls.
- Claims follow up calls.
- Cold call, direct email, and perform other lead generation activities
Requirements
- 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.
- Must be highly self-motivated.
- A terrific presenter and communicator, and a barracuda closer.
- Excellent Spelling and Grammar skills.
- Exceptional Business Writing and Editing Skills.
- Great Customer Service Skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.
- Be able to obtain or currently possess a property & casualty insurance license
- Strong communication skills, both oral and written
- Be equipped with great listening and closing skills