Agent Customer Care Specialist Full Time

Harmon Insurance; Broken Arrow (OK); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Competitive salary

Performance bonus

Profit sharing with company match

Competitive salary

Dental insurance

Vision insurance

Donation matching

Profit Sharing with Company Match

Job summary

A local insurance agency in Broken Arrow, Oklahoma is seeking an Insurance Sales Associate to join their vibrant team. The role involves marketing appropriate products while establishing strong relationships with clients. The ideal candidate will have at least 2 years of experience, excellent communication skills, and a positive professional image. This full-time opportunity offers competitive pay, performance bonuses, and comprehensive benefits, contributing to a supportive work environment.

Qualifications

• At least 2 years of experience and be licensed.
• Self-starter and driven individual.
• Confident, energetic, and enthusiastic.
• Familiar with rating software.

Responsibilities

• Sales and marketing of products and services.
• Establish relationships with clients.
• Respond promptly to client needs.
• Maintain client files with accuracy.
• Assist with office duties as needed.
• Assist with other office duties as needed.
• Fill out forms and input information into the software after a sale.
• Cultivate relationships and cross-sell additional lines of insurance.

Skills

Excellent communication skills

Customer relationship management

Ability to manage rejection

Positive professional image

Proficient with Microsoft Word

Proficient with Microsoft Outlook

Independent/reliable

Honest & trustworthy

Tools

Rating software

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Company parties
• Competitive salary
• Dental insurance
• Vision insurance
• Donation matching

Join a great team and enjoy an uplifting environment in our local independent insurance office.

Responsibilities:

• Sales, market appropriate products and services to service customer needs
• Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.
• Supporting teammates with follow up for clients and prospects.
• Promptly respond to client needs either on the phone or electronically.
• Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs.
• Assist with other office duties as they arise and are needed.
• Once a product is sold, you will need to fill out appropriate forms and input into the software system.
• Cultivate relationships and cross sell additional lines of insurance.

Requirements:

• Excellent communication skills both verbal and written.
• Positive Professional image in person and on phone.
• Must have at least 2 years experience and be licensed.
• Self-starter, driven, can manage rejection well.
• Confident, energetic, enthusiastic with a sense of humor.
• Proficient with Microsoft Word and Outlook.
• Familiar with rating software.
• Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest.

Perks/Benefits:

• Full-time, Monday-Friday, 8am-5pm.
• Pay based on Experience, Salary, Monthly Performance Bonus.
• 1 week Paid Vacation after 6 months.
• Paid Holidays.
• Group Medical Paid 100%.
• Profit Sharing with Company Match.
• Part-Time could be considered.

About Us:

We are a team of people helping other people. Our Independent Insurance business is based on the relationship's we build within our team, and our clients, within our community and the companies we partner with to find the right products to suit our customers needs.