Customer Service Representative

Lebrun Insurance Agency, Inc; West Palm Beach (FL); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Evenings Off

Retirement Plan

Job summary

Lebrun Insurance Agency, Inc in West Palm Beach, Florida seeks an Insurance Sales and Customer Service Representative to help clients protect their assets with tailored coverage. You will generate new business, cross-sell existing clients, and communicate clearly to understand needs and offer solutions in a fast-paced office environment.

No prior insurance experience is required; a valid 440 license is preferred.

Qualifications

• No insurance experience required.
• Active 440 license is preferred.
• Previous experience in a customer-facing role is preferred.
• Comfort using standard computer systems and basic insurance management software.
• Clear and empathetic communication style for phone and email interactions.
• Strong attention to detail when processing policy changes or documentation.
• Confident, motivated individual who works well independently.

Responsibilities

• Achieve sales goals through generating new business and cross-selling existing customers.
• Identify and qualify sales leads generated from a variety of sources.
• Client Communication: Interact directly with clients to understand their insurance needs and provide personalized solutions.
• Policy Recommendations: Offer expert advice on insurance coverage options and tailor plans to suit individual client requirements.
• Client Retention: Build strong relationships with clients to promote loyalty and satisfaction with our services.
• Professional Development: Stay informed about industry trends and regulations to provide accurate and timely information to clients.

Skills

Customer service

Sales

Communication

Attention to detail

Independence

Phone communication

Tools

Insurance software

Job description

Job Description

We are dedicated to providing top-notch insurance services with a personal touch. Located in the heart of West Palm Beach, Florida, we pride ourselves on our commitment to our community and the relationships we build with our clients. As a member of our team, you will be an integral part of our mission to support and protect our clients through exceptional insurance solutions. If you thrive in a fast-paced environment, enjoy helping others, and appreciate a culture of teamwork and respect, you'll feel right at home in our office. We are looking for an Insurance Sales and Customer Service Representative who shares our passion for outstanding service and is ready to make a positive impact every day. Join us at Lebrun Insurance Agency, where your contributions will be valued and your potential for growth is limitless.

Benefits

• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities
• Evenings Off
• Retirement Plan

Responsibilities

• Achieve sales goals through generating new business and cross-selling existing customers.
• Identify and qualify sales leads generated from a variety of sources.
• Client Communication: Interact directly with clients to understand their insurance needs and provide personalized solutions.
• Policy Recommendations: Offer expert advice on insurance coverage options and tailor plans to suit individual client requirements.
• Client Retention: Build strong relationships with clients to promote loyalty and satisfaction with our services.
• Professional Development: Stay informed about industry trends and regulations to provide accurate and timely information to clients.

Requirements

• No insurance experience required.
• Active 440 license is preferred
• Previous experience in a customer-facing role is preferred
• Comfort using standard computer systems and basic insurance management software.
• Clear and empathetic communication style for phone and email interactions.
• Strong attention to detail when processing policy changes or documentation.
• confident, motivated individual who works well independently.