Licensed Insurance Customer Service & Sales Specialist

NTI; Colorado; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Disability insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Job summary

A leading insurance provider is seeking a dynamic Insurance Customer Service & Sales Specialist in Colorado. The ideal candidate will have a strong background in insurance sales, excellent communication skills, and experience in navigating various sales channels including telemarketing and outside sales. Responsibilities include engaging clients, conducting needs analysis, and managing sales tasks. This role offers opportunities for career advancement in a fast-paced environment focused on client relationship building. Join us to make a meaningful impact on clients' financial well-being.

Qualifications

• Valid insurance license required; prior experience in insurance sales strongly preferred.
• Proven experience in outside sales, retail sales, or telemarketing with demonstrated success.
• Strong negotiation skills to tailor solutions to client needs.

Responsibilities

• Engage with clients through telemarketing and in-person meetings to promote insurance products.
• Conduct needs analysis to recommend suitable insurance solutions tailored to clients.
• Negotiate policy terms with clients while meeting sales targets.

Skills

Negotiation skills

Communication skills

Sales experience

Analysis skills

Multilingual abilities

Education

Valid insurance license

Tools

CRM software

Job description

Overview

We are seeking a dynamic and licensed Insurance Customer Service & Sales Specialist to join our team. This role is integral to providing exceptional customer service, expanding our insurance product offerings, and fostering client relationships. The ideal candidate will have a strong background in insurance sales, excellent communication skills, and the ability to navigate various sales channels including outside sales and telemarketing. Multilingual abilities and experience in retail sales or marketing are highly valued. This position offers an opportunity to work in a fast-paced environment where your negotiation skills and analysis capabilities will directly contribute to business growth and client satisfaction. On-site: Fremont, Michigan

Responsibilities

• Engage with prospective and existing clients through various channels including telemarketing, outside sales, and in-person meetings to promote insurance products.
• Conduct needs analysis to recommend suitable insurance solutions tailored to individual client requirements.
• Manage sales administration tasks such as processing policies, updating client records, and ensuring compliance with HIPAA regulations.
• Negotiate policy terms with clients, ensuring mutual satisfaction while meeting company sales targets.
• Provide ongoing customer service support by addressing inquiries, resolving issues, and maintaining positive relationships.
• Assist with marketing initiatives to attract new clients and retain existing ones through targeted campaigns.
• Collaborate with the benefits administration team to ensure clients understand their coverage options and benefits.
• Maintain thorough knowledge of insurance products, industry trends, and regulatory requirements to effectively communicate value propositions.

Qualifications

• Valid insurance license required; prior experience in insurance sales strongly preferred.
• Proven experience in outside sales, retail sales, or telemarketing with demonstrated success in meeting or exceeding targets.
• Strong negotiation skills with the ability to analyze client needs and tailor solutions accordingly.
• Excellent communication skills, both verbal and written; bilingual abilities are a plus.
• Proficiency in sales administration tools and CRM software; familiarity with marketing strategies is advantageous.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analysis skills for assessing client data and market trends.
• Knowledge of HIPAA regulations related to customer confidentiality is preferred. This role offers an engaging environment for motivated professionals eager to advance their careers in insurance sales and customer service while making a meaningful impact on clients’ financial well-being.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person