Insurance Customer Service and Sales

The Juris Agency; Tucson (AZ); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Evenings Off

Retirement Plan

Job summary

The Juris Agency in Tucson, AZ is seeking a passionate, self-driven insurance sales representative to sell, market, and service insurance products for individuals, families, and small businesses. This full-time role emphasizes new business development, client needs assessment, and policy customization to secure coverage.

Ideal candidates hold a Property & Casualty license and an active Personal Lines license, are self-motivated, skilled communicators, and can work independently while meeting

Qualifications

• Willing to learn, be intuitive and resourceful and coachable.
• Upbeat, positive and enthusiastic attitude.
• Great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Property & Casualty license is required.
• Prior Sales Experience is a plus.
• Must be highly self-motivated.
• Professional phone etiquette.
• Great Customer Service Skills.
• Active Personal Lines Insurance License required.

Responsibilities

• Generate new business by prospecting leads, cold calling, networking, and following up on referrals.
• Assess clients' insurance needs and recommend appropriate coverage options based on their financial goals and risk tolerance.
• Present and explain insurance policy options to clients in a clear and professional manner.
• Prepare and deliver customized insurance quotes for auto, home, life, health, or commercial policies.
• Close sales and complete all necessary paperwork to initiate coverage.
• Build and maintain strong relationships with new and existing clients to encourage policy renewals and referrals.
• Stay current on insurance products, underwriting guidelines, and industry regulations to provide accurate advice and maintain compliance.
• Process policy changes, claims, and renewals in coordination with underwriters and customer service staff.
• Meet or exceed monthly and quarterly sales targets and performance metrics.
• Use CRM tools or agency software to track leads, manage pipelines, and document interactions with clients.

Skills

Excellent communication

Self-motivated

Coachable

Self-starter

Multitasking

Phone etiquette

Customer service

Independent worker

Education

Property & Casualty license

Active Personal Lines Insurance License

Tools

CRM software

Job description

Job Description

We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in peoples lives. As our newest insurance sales representative you will sell, market, and service our insurance products to existing clients and new customers. As a full-time sales representative you will help individuals, families, and small businesses secure their tomorrows.

Benefits

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

Responsibilities

Generate new business by prospecting leads, cold calling, networking, and following up on referrals.

Assess clients' insurance needs and recommend appropriate coverage options based on their financial goals and risk tolerance.

Present and explain insurance policy options to clients in a clear and professional manner.

Prepare and deliver customized insurance quotes for auto, home, life, health, or commercial policies.

Close sales and complete all necessary paperwork to initiate coverage.

Build and maintain strong relationships with new and existing clients to encourage policy renewals and referrals.

Stay current on insurance products, underwriting guidelines, and industry regulations to provide accurate advice and maintain compliance.

Process policy changes, claims, and renewals in coordination with underwriters and customer service staff.

Meet or exceed monthly and quarterly sales targets and performance metrics.

Use CRM tools or agency software to track leads, manage pipelines, and document interactions with clients.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• A Property & Casualty license
• Prior Sales Experience.
• Must be highly self-motivated.
• Professional phone etiquette.
• Great Customer Service Skills.
• Active Personal Lines Insurance License required