Insurance Sales and Service

Greg Schlagel Insurance; Moses Lake (WA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Flexible Schedule

Retirement Plan

Disability Insurance

Paid Time Off (PTO)

Job summary

Greg Schlagel Insurance in Moses Lake, WA seeks an Insurance Sales and Service professional to help clients protect assets and grow their portfolios through personalized solutions.

You will handle client inquiries, policy changes, billing and claims, engage with the community, and stay up to date on products and industry trends in a friendly, face-to-face environment.

Qualifications

• Active Washington State Insurance License or ability to obtain within three months.
• Experience in insurance sales or customer service.
• Strong interpersonal and communication skills.
• Ability to organize workload and manage time effectively.
• Familiarity with computer systems and software related to insurance sales and services.

Responsibilities

• Engage with clients directly in Moses Lake, addressing insurance needs with a personalized approach.
• Handle inquiries, policy changes, billing, and claims efficiently and with a client-focused mindset.
• Proactively identify opportunities to expand client portfolios through cross-selling.
• Foster strong relationships within the community to enhance brand reputation and trust.
• Stay informed about the latest insurance products and industry trends to provide comprehensive advice.
• Maintain meticulous records of all client interactions and transactions.

Skills

Communication skills

Customer service

Time management

Tech-savvy

Organizational skills

Education

Washington State Insurance License

Job description

Job Description

Join Greg Schlagel Insurance, a vibrant insurance agency committed to delivering exceptional service and personalized solutions to our clients. Located in the heart of Moses Lake, Washington, we thrive on the energy of face-to-face interactions and the close-knit connections we create within our community. As part of our team, you will step into the dual role of Insurance Sales and Service, where your passion for delivering top-notch service and fostering lasting relationships will shine. This is an exciting opportunity to be part of a company that values positivity and an inviting atmosphere. If you're enthusiastic about helping clients protect their assets while growing your career in a supportive environment, Greg Schlagel Insurance is the place for you.

Benefits

• Mon-Fri Schedule
• Disability Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Flexible Schedule
• Retirement Plan
• Health Insurance
• Paid Time Off (PTO)

Responsibilities

Client Interaction: Engage with clients directly in Moses Lake, Washington, addressing their insurance needs with a personalized approach.

Service Management: Handle inquiries, policy changes, billing, and claims efficiently and with a client-focused mindset.

Sales Enhancement: Proactively identify opportunities to expand client portfolios through personalized product offerings and cross-selling strategies.

Community Engagement: Foster strong relationships within the community to enhance brand reputation and trust.

Market Awareness: Stay informed about the latest insurance products and industry trends to provide comprehensive advice.

Detail Management: Ensure meticulous record-keeping and documentation of all client interactions and transactions.

Requirements

Licensing: Active Washington State Insurance License is required, or ability to obtain one within three months of hiring.

Experience: Previous experience in insurance sales or customer service is highly desirable.

Communication Skills: Strong interpersonal and communication skills with a focus on effective customer interaction.

Customer-Centric: A genuine commitment to meeting client needs and a proactive approach to service delivery.

Organizational Skills: Ability to effectively organize workload and manage time to meet deadlines and client expectations.

Tech-Savvy: Familiarity with computer systems and software related to insurance sales and services.