Inside Sales and Service

StaffMyAgency; Pittsburg (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Commission-based pay

Performance bonus

Agency ownership track

Job summary

StaffMyAgency in Texas is seeking an Insurance Customer Service Representative to handle existing policies and proactively pursue new business in a fast-paced agency environment.

The role combines servicing households, quoting and IFRs, and aiming to meet sales goals with a strong commission structure and potential bonuses. A license is preferred and a team-focused, tech-savvy approach is valued.

Qualifications

• Property and casualty license strongly preferred.
• Minimum one-year insurance or financial services sales experience preferred.
• A genuine care and concern for people and their insurance needs.
• The ability to multi-task while utilizing a tech-savvy approach to sales and service.
• The ability to work within a team concept in a fun, fast-paced office environment.
• Must be able to persevere through difficult client interactions.

Responsibilities

• Servicing of existing customers/households
• Engaging in proactive policy retention strategies
• Quoting and preparation of insurance proposals
• Setting and conducting Insurance and Financial Reviews (IFR's)
• Being personally responsible for hitting team and individual sales goals
• Assisting the agent with various research and follow-up tasks

Skills

Customer service

Sales

Tech-savvy

Teamwork

Communication

Job description

This opportunity is a customer service and sales position within a successful STATE FARM Agency. The agency is a dynamic organization backed by many years of industry experience. It is a vital role for the agency, as it involves both the acquisition (proactive & reactive) of new business and the effective servicing of existing policies and households.

Insurance Customer Service Representative Requirements

• Property and casualty license strongly preferred
• Minimum one-year insurance or financial services sales experience preferred
• A genuine care and concern for people and their insurance needs
• The ability to multi-task while utilizing a tech-savvy approach to sales and service
• The ability to work within a team concept in a fun, fast-paced office environment
• Must be able to persevere through difficult client interactions

Insurance Customer Service Representative Responsibilities

• Servicing of existing customers/households
• Engaging in proactive policy retention strategies
• Quoting and preparation of insurance proposals
• Setting and conducting Insurance and Financial Reviews (IFR's)
• Being personally responsible for hitting team and individual sales goals
• Assisting the agent with various research and follow-up tasks

Insurance Sales Representative Benefits

• Highly competitive commission structure
• Bonus possible based on performance
• Defined track to agency ownership