Customer Sales and Service Representative

The Juris Agency; Memphis (TN); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

The Juris Agency in Memphis seeks a Customer Sales and Service Representative to support customers via phone and email, provide quotes, and close sales while maintaining strong product knowledge.

You will build relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, and other referral sources, handling policy changes and premium payments with accuracy and care.

Qualifications

• Must possess a Property & Casualty license and a Life & Health Insurance license.
• Strong customer service skills and ability to meet sales goals.
• Ability to develop insurance quotes, deliver presentations, and close sales.
• Excellent written communication and professional multitasking capabilities.

Responsibilities

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Take premium payments from customers.
• Thoroughly understand and follow underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referrals sources.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Working in conjunction with Agency Producers

Skills

Positive attitude

Self-starter

Multitasking

Excellent written communication

Problem solving

Team player

Leadership skills

Education

Property & Casualty license

Life & Health Insurance license

Job description

Job Description

A Farmers Insurance Customer Sales and Service Representative provides customer support by answering inquiries, resolving issues, and managing accounts, while also generating sales by providing quotes, cross-selling products, and asking for referrals. Key responsibilities include handling a variety of customer interactions via phone and email, documenting records, maintaining product knowledge, and meeting sales goals while working in conjunction with Agency Producers.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Take premium payments from customers.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Working in conjuction with Agency Producers

Requirements

• 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.
• Exceptional Business Writing and Editing Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• A Property & Casualty insurance license is required.
• A Life & Health Insurance license is required.
• Strong work ethic and leadership skills.