Representante de Ventas y Servicio al Cliente - Seguros Generales

Placements24; León; Hybrid; EUR 9,700 - 16,000; Full time

Benefits offered by this job

Competitive salary with commission and

Bonus opportunities

Comprehensive health insurance

Paid training and development

Friendly work environment

Career growth opportunities

Job summary

Placements24 is hiring a Sales and Service Representative for an insurance office in León with a hybrid work model. You will guide clients through policy purchases, provide excellent service, and support them during their policy lifecycle.

Responsibilities include assessing client needs, explaining coverage, processing applications, handling inquiries, and maintaining CRM records. A focus on meeting sales targets and delivering a positive customer experience is essential.

Qualifications

• High school diploma or equivalent; college coursework is a plus.
• Experience in sales or customer service, preferably in insurance or financial services.
• Strong communication and interpersonal skills with the ability to build rapport with clients.

Responsibilities

• Engage with potential customers to understand their insurance needs and recommend appropriate policies.
• Explain policy features, benefits, coverage options, and pricing clearly.
• Process new insurance applications accurately and efficiently.
• Provide ongoing support to existing clients, assisting with policy inquiries, updates, and renewals.
• Handle customer service issues and complaints, working toward satisfactory resolutions.
• Assist clients with initial steps in the claims process when necessary.
• Maintain customer records and update information in the CRM system.
• Meet or exceed sales targets and customer satisfaction goals.
• Stay informed about new insurance products and industry developments.
• Collaborate with internal teams to ensure a seamless customer experience in León.

Skills

Communication skills

Customer focus

Teamwork

Sales orientation

Education

High school diploma

College coursework

Tools

CRM

Microsoft Office

Job description

About the Role

Our client, a well-respected insurance company, is seeking an enthusiastic and customer-focused Sales and Service Representative for their office in León, Guanajuato . This role is instrumental in guiding clients through the purchase of general insurance products, providing exceptional service, and supporting them throughout their policy lifecycle. You will be a key point of contact, ensuring clients understand their coverage and receive prompt assistance. This hybrid position offers a balance between in-office collaboration and personal flexibility, allowing you to contribute effectively while enjoying the rich cultural heritage of León . Join a team dedicated to providing security and peace of mind.

Key Responsibilities

• Engage with potential customers to understand their insurance needs and recommend appropriate general insurance policies.
• Explain policy features, benefits, coverage options, and pricing in a clear and concise manner.
• Process new insurance applications accurately and efficiently.
• Provide ongoing support to existing clients, assisting with policy inquiries, updates, and renewals.
• Handle customer service issues and complaints, working towards satisfactory resolutions.
• Assist clients with initial steps in the claims process when necessary.
• Maintain customer records and update information in the company's CRM system.
• Meet or exceed sales targets and customer satisfaction goals.
• Stay informed about new insurance products and industry developments.
• Collaborate with internal teams to ensure a seamless customer experience, representing the company positively in León, Guanajuato .

Requirements

• High school diploma or equivalent required; some college education is a plus.
• Prior experience in sales or customer service, preferably in the insurance or financial services sector.
• Strong communication and interpersonal skills, with the ability to build rapport with clients.
• Customer-oriented mindset with a commitment to providing excellent service.
• Basic understanding of insurance products is beneficial.
• Proficiency in using computer systems, including CRM and Microsoft Office.
• Ability to work effectively in a hybrid model, attending the León, Guanajuato office as scheduled.
• Good organizational skills and attention to detail.
• Ability to work collaboratively within a team.
• A positive and motivated attitude towards sales and customer support.

Benefits

• Competitive salary with commission and bonus opportunities.
• Comprehensive health insurance benefits.
• Paid training and ongoing professional development.
• A supportive and friendly work environment.
• Opportunities for career growth within the company.
• Modern office facilities located in León, Guanajuato .
• Employee assistance program.
• Paid time off and company holidays.
• Access to resources to enhance sales and service skills.
• Be part of a company that values its employees and their contribution to client well-being.