Insurance Customer Service and Sales Representative

Workman-Insurance-LLC; Oregon City (OR); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Career Growth Opportunities

Mon-Fri Schedule

Evenings Off

Job summary

The Juris Agency in Oregon City is seeking a full-time Customer Service / Sales Representative to provide exceptional service to current clients and new prospects. This in-office role operates Monday through Friday with evenings off and a focus on cross-selling insurance products.

Candidates should have a Property & Casualty license for Oregon and Washington, strong communication skills, and the ability to multitask in a fast-paced environment. Training is available for the right person.

Qualifications

• Licensed in Property & Casualty for Oregon and Washington.
• Experience in insurance sales or customer service preferred.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Take payments and endorsements to personal lines policies.
• Transfer policies from state to state as needed.
• Pivot calls to comprehensive insurance reviews to assess coverage needs.
• Identify cross-selling opportunities and promote additional products to existing clients.
• Maintain accurate client records in the CRM.
• Provide personalized insurance guidance to clients.

Skills

Customer service

Sales

Communication

CRM software

Insurance knowledge

Education

Property & Casualty license (OR/WA)

Tools

Windows 11

Outlook

Google Drive

Job description

Job Description

This is a career opportunity! We are willing to train the right people!

Our office is growing and we are looking to hire the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service /Sales Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.

Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Prior Allstate or State Farm agency experience is a plus

**All who apply will be emailed a link to an online assessment. PLEASE complete the assessment to be considered further for the position.**

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Career Growth Opportunities
• Mon-Fri Schedule
• Evenings Off

Responsibilities

Common service tasks such as taking payments, endorsements to personal lines policies.

Transferring policies from state to state as needed.

Pivot incoming services calls to comprehensive insurance reviews for existing clients to assess their coverage needs and identify opportunities for additional products or upgrades. Policy conversions and rewrites as needed

Identify cross-selling opportunities and promote additional products to existing clients.

Utilize CRM software to maintain accurate records of client interactions and policy details.

Provide personalized solutions to clients based on their insurance preferences.

Act as a trusted advisor to clients by offering expert guidance on insurance-related matters and assisting them in making informed decisions about their coverage.

Requirements

This is an in office position M-F

• Property and Casualty license for Oregon and Washington.
• Previous insurance experience, recent Allstate experience is a plus.
• Strong understanding of how to service and write property and casualty insurance products
• Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and colleagues.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Proficient in Windows 11, Outlook, Google Drive.
• Comfortable with cross-selling techniques to promote additional insurance products.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.