Address
Form of workPay Range:
$X18 - $X22 / hour
Essential Job Functions
Desired Qualifications
Language Skills
Acceptance Insurance
Sales Agent
Customer Service
$X18 - $X22 / hour
Essential Job Functions
- Ensuring the office team is assessing customer needs and advising customers on coverage options, providing clear quotations, explaining pricing, and explaining all required information to potential customers
- Develops and maintains relationships with business partners around the community (e.g., preferred Insurance Agents, loan processors, etc)
- Schedules and performs outside marketing activities to generate company sales.
- Prepares quotations on customer change requests to policies
- Participates in the selection process for open team positions
- Is responsible for training and ensuring that all Team Members adhere to standard operating procedures and that all policies are completed per established processes and at a high-quality level
- Effectively teach and demonstrate the Acceptance G.U.E.S.T. sales process
- Supervise daily functions of Team Members and effectively recommend disciplinary action or training as circumstances may warrant
- Receive and respond to all customer inquiries and complaints, request any missing or required information from customers and follow up for that information
- Maintain strong, complete knowledge of all products offered in their market, product pricing and policy features
- Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs
- Direct Team Members in tasks relating to scheduling and coverage of the retail office
- Direct the daily follow-up with customers on all open or unresolved issues including calling customers regarding upcoming payment, lapsed policy reinstatements and cancelled policies
- Ensure all phone calls are answered in a prompt, professional, and courteous manner by all team members
- Report any and all conditions affecting customer satisfaction
- Ensures that store cleanliness/maintenance is maintained to company standards
- Maintain appropriate office records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by District or Regional Manager or Corporate Office
Desired Qualifications
- Excellent customer service and interpersonal skills needed for working with our customers
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions
- Ability to solve practical problems and deal with situations where limited standardization exists
- Ability to add, subtract, multiply and divide. Ability to compute basic percentages
- Ability to carry out detailed, but uninvolved, written or oral instructions
- Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier.
- Must have a valid driver's license
- Must be able to provide proof of automobile insurance
- Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date (Bonus offered for P&C licensed individuals as well as bilingual (English/Spanish) individuals
- High School Diploma or equivalent
- 5 years related experience
- 1 year or more of experience supervising a sales team
- Knowledge of Microsoft Word, Microsoft Excel and AS-400/Mocha is preferred
Language Skills
- Ability to fluently speak, read and write English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions.
Acceptance Insurance
Sales Agent
Customer Service
