Customer Service Representative & Sales (copy)

The Juris Agency; Walla Walla (WA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

PTO

Hands-on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Flexible Schedule

Job summary

Eck Agency in Walla Walla, WA is seeking an Insurance Sales Representative who thrives on building relationships and delivering tailored coverage solutions. You will engage clients, provide expert guidance, and work with a supportive team in a locally rooted firm.

You will grow sales through outbound outreach and referrals, handle policy changes, and ensure compliance with industry regulations. A P&C license is preferred, with training provided; 2+ years in sales or service is highly valued, and

Qualifications

• 2+ years in sales or customer service is highly preferred.
• Strong interpersonal and communication skills.
• Customer-focused with a passion for service.
• Proven problem-solving abilities to address client needs.
• Attention to detail in record-keeping and data handling.
• Professional demeanor and confidentiality at all times.

Responsibilities

• Engage with potential and current clients to understand insurance needs.
• Provide exceptional customer service with timely follow-ups.
• Advise on coverage options to ensure clients are fully protected.
• Identify cross-selling opportunities through bundling solutions.
• Build and maintain strong client relationships for loyalty.
• Ensure all interactions comply with regulations and policies.
• Process customer policy change requests.
• Generate new business through leads and referrals.
• Develop quotes, deliver sales presentations, and close sales.
• Provide ongoing support to insurance clients as needed.
• Work independently and as part of a team.

Skills

Sales experience

Customer service

Communication skills

Customer focus

Problem solving

Attention to detail

Professionalism

Education

Property & Casualty license (preferred)

Job description

Job Description

Join Eck Agency, where your passion for insurance sales meets exceptional customer service in the heart of Walla Walla, Washington. Our firm is deeply rooted in the local community, providing unparalleled opportunities to connect directly with clients and make a meaningful impact. We are seeking enthusiastic individuals who thrive in a vibrant environment to join our dynamic team as Insurance Sales Representative.

At Eck Agency, you will be empowered to build strong relationships with clients, offering personalized insurance solutions that cater to their unique needs. In a supportive and inviting setting, we recognize and celebrate your accomplishments, fostering a positive atmosphere where growth and professional development are encouraged. If you are driven by the desire to deliver outstanding service and excel in a collaborative team environment, Eck Agency is your next career destination.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Flexible Schedule

Responsibilities

• Client Engagement: Proactively engage with potential and current clients to understand their insurance needs.
• Customer Service: Provide exceptional service by answering inquiries, addressing concerns, and ensuring client satisfaction with timely follow-ups.
• Policy Advisement: Offer professional advice on coverage options to ensure clients are fully protected.
• Cross-Selling: Identify opportunities to expand client coverage through comprehensive and personalized bundling solutions.
• Relationship Development: Build and maintain strong client relationships to foster long-term loyalty and trust with the agency.
• Compliance: Ensure all client interactions comply with industry regulations and company policies.
• Process customer policy change requests.
• Prospecting and generating new business through leads & referral sources.
• Grow sales revenue by utilizing phone, email and potential client lists to develop insurance quotes, make sales presentations, and close sales.
• Provides on-going support to insurance clients as needed.
• Work independently and as part of a team.

Requirements

• A Property & Casualty license is preferred but will provide training for good individual.
• Experience: 2+ years in sales or customer service is highly preferred.
• Communication Skills: Strong interpersonal and communication skills to effectively engage with clients.
• Customer Focus: Passion for delivering exceptional customer service and building client relationships.
• Problem-Solving: Ability to offer solutions that address client needs and enhance satisfaction.
• Attention to Detail: Accurate record-keep ing and meticulous handling of client information.
• Professionalism: Demonstrating a professional demeanor and maintaining confidentiality at all times.