Customer Service and Sales Representative

Song Insurance & Financial Solutions
San Pablo, CA
30+ days ago

Job Description

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.

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our SAN PABLO insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. At Song Insurance & Financial Solutions we pride ourselves on our outstanding insurance products and customer service.

Our agency is growing and Song Insurance & Financial Solutions wants you! As an award winning insurance agency, we are always looking to stay one step ahead of the game. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential!


Salary Range: $2000.00 - $2500.00 per month
Benefits


Health Insurance

Life Insurance

Base Salary with Commissions

Bonus Opportunities

Dental Insurance

Vision Insurance

Holidays Off

401K Plan

Hands On Training


Responsibilities
  • 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.
  • 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.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Generating insurance quotes.
  • Provide exceptional customer service.
  • Maintain client relationships with follow up phone calls.
  • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Provides on-going support to insurance clients as needed.
  • Presents and explains insurance policy options based upon prospective client needs and their personal goals.
  • Provide customers with additional information about new products and services.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

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.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • A Property & Casualty license is preferred but will train good individual.
  • Must be highly self-motivated.
  • Professional phone etiquette.
  • Career minded vision.
  • Excellent Spelling and Grammar skills.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Minimum education: Associate’s degree in Business.
  • Strong work ethic and leadership skills.
  • Strong communication skills, both oral and written.
  • Ability to tactfully handle stressful and difficult situations.

Bilingual, fluent in both English and Spanish is beneficial.

  • No insurance experience required but must be willing to learn

Source

https://www.indeed.com/jobs

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