Insurance Sales Customer Service Representative

Faby Obispo Insurance And Financial; Lomita (CA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Competitive Pay

Monthly bonus paid on performance

Professional Development

Paid Time off

Job Stability in a growing industry

Job summary

A local insurance agency in Lomita is seeking an Insurance Sales & Customer Service Representative to join their team. In this role, you will identify and develop personal insurance opportunities, maintain client relationships, and provide exceptional customer service. Candidates should have a track record of meeting sales goals, strong communication skills, and a genuine passion for helping clients manage risks through insurance. A valid driver's license is required, and bilingual candidates in Spanish are preferred.

Qualifications

• Track record of meeting sales goals/quotas preferred.
• Possess outstanding organizational skills.
• Ability to work in a team environment and self-motivated.

Responsibilities

• Identify and develop personal insurance opportunities.
• Maintain relationships with clients through follow-ups.
• Provide prompt and accurate customer service.

Skills

Sales goals achievement

Insurance product knowledge

Customer-focused

Communication skills

Organizational skills

Bilingual - Spanish preferred

Education

Property and Casualty license

Life and Health license

Job description

Benefits/Perks:

Competitive Pay

Monthly bonus paid on performance

Professional Development

Paid Time off

Job Stability in a growing industry

Job Description

Successful State Farm Agent is seeking a qualified professional to join winning team for the role of Insurance Sales & Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.

Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.

Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs.

Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.

Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.

Support and prepare clients for renewal and retention, and maintain strong client relationships.

Anticipate, respond to, and follow up on all existing client needs.

Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Maintain a strong work ethic with a total commitment to success each and every day.

Qualifications:

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

Successful track record of meeting sales goals/quotas preferred

Achieve mutually agreed upon marketing goals

Ability to work in a team environment, Self-motivated,

Possess a valid driver’s license and a source of reliable transportation.

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.

Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.

Ability to multi-task, heavy phones

Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.

Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.

Bilingual - Spanish preferred

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)