Agente de Seguros de Propiedad y Daños

Placements24; Cuernavaca; On-site; MXN 167,000 - 257,000; Full time

Benefits offered by this job

Competitive salary & commissions

Health insurance

Paid training & development

Retirement savings plan

Paid time off

Job summary

Placements24 is seeking a Property and Casualty Insurance Agent for its Cuernavaca, Morelos office. You will advise clients on home, auto, and business policies, explain coverages, provide quotes, and process applications and renewals.

You will build lasting client relationships, meet sales and retention goals, and stay updated on industry trends while ensuring regulatory compliance. The role emphasizes excellent service within the local community.

Qualifications

• Experience as an insurance agent, preferably in property and casualty.
• Strong knowledge of insurance products, underwriting, and claims procedures.
• Excellent communication and customer service skills.
• Ability to build rapport and trust with clients.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in insurance software and CRM systems.

Responsibilities

• Consult with clients to identify insurance needs for property and casualty coverage.
• Explain policy features, benefits, and limitations of various policies.
• Provide accurate quotes and help clients select suitable coverage.
• Process new applications and renewals efficiently and accurately.
• Maintain client records and update policy information as needed.
• Assist clients with policy changes, inquiries, and claims processes.
• Develop relationships with clients to foster loyalty and referrals.
• Meet and exceed sales and retention goals.
• Ensure compliance with relevant insurance regulations and company policies.

Skills

Insurance experience

P&C knowledge

Communication skills

Interpersonal skills

Time management

CRM proficiency

Education

High school diploma

Bachelor's degree

Job description

About the Role

Our client, a well-established insurance provider, is seeking a dedicated Property and Casualty Insurance Agent to join their office in Cuernavaca, Morelos . This role is centered around advising clients on the best insurance solutions for their homes, vehicles, and businesses, ensuring they are adequately protected against potential risks. The ideal candidate will possess excellent customer service skills, a strong understanding of property and casualty insurance products, and the ability to build lasting client relationships. You will play a crucial role in assessing client needs, explaining policy details, and securing appropriate coverage. We are looking for an enthusiastic individual eager to contribute to the company's growth and provide exceptional service to the local community.

Key Responsibilities

• Consult with clients to identify their insurance needs for property and casualty coverage.
• Explain the features, benefits, and limitations of various insurance policies (e.g., auto, home, business).
• Provide accurate quotes and help clients select the most suitable coverage options.
• Process new insurance applications and renewals efficiently and accurately.
• Maintain client records and update policy information as needed.
• Assist clients with policy changes, inquiries, and claims processes.
• Develop relationships with clients to foster loyalty and encourage referrals.
• Stay informed about industry trends and product offerings in property and casualty insurance.
• Meet and exceed sales and retention goals.
• Ensure compliance with all relevant insurance regulations and company policies.

Requirements

• Proven experience as an insurance agent, preferably in property and casualty.
• Strong knowledge of insurance products, underwriting, and claims procedures.
• Excellent communication, interpersonal, and customer service skills.
• Ability to build rapport and trust with clients.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in insurance software and CRM systems.
• High school diploma or equivalent; a Bachelor's degree is a plus.
• Relevant insurance licenses required to operate in Morelos .
• A commitment to ethical practices and client advocacy.
• Must be able to work from our office in Cuernavaca, Morelos .

Benefits

• Competitive base salary with commission opportunities.
• Comprehensive health insurance package.
• Paid training and professional development support.
• Retirement savings plan options.
• Paid time off and holidays.
• A supportive and team-oriented work environment.
• Opportunities for career advancement within the company.
• Employee discounts on insurance policies.