Life Insurance Agent

The Juris Agency; Santa Ana (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible Schedule

Hands on Training

Dental Insurance

Vision Insurance

Life Insurance

Job summary

Hector Gonzalez- Farmers Insurance Agency in SANTA ANA, California, is seeking a Full-Time Commercial Insurance Account Manager who delivers exceptional customer service, builds client relationships, and grows sales. You will develop quotes, present options, process policy changes, and handle claims calls in a fast-paced, customer-focused environment.

The role requires a Property & Casualty license, strong communication skills, and bilingual English/Spanish proficiency to serve a diverse client

Qualifications

• Requires ability to multi-task and follow through.
• Excellent communication and interpersonal skills.
• Previous sales experience with professional phone etiquette.
• Property & Casualty license required.
• Fluent in English and Spanish.
• Strong work ethic and leadership abilities.
• Able to handle customer rejection and maintain motivation.

Responsibilities

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Process customer policy change requests.
• Handle all incoming claim calls from customers and follow-up.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Maintain knowledge of new products and services.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Maintains phone time or sales quotas as determined by management.
• Grow sales revenue by utilizing phone, email and potential client lists.
• Presents and explains insurance policy options based upon prospective client needs and their personalgoals.
• Participate in regular team meetings and brainstorming sessions.
• Attend training and continuing education courses.
• Handle customer renewals.

Skills

Multi-tasking

Communication skills

Sales experience

Phone etiquette

Problem solving

Leadership skills

Bilingual English/Spanish

Sales/Marketing knowledge

Job description

Job Description

Are you looking to grow? So are we! Hector Gonzalez- Farmers Insurance Agency in SANTA ANA, California, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Commercial Insurance Account Manager. In this role you will provide exceptional customer service to our customers, addressing all of their queries. Your positive attitude, rapport-building, and desire to help may make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience. If you are ready to make a change in your life and are looking to join a company that cares about both our customers and you.

Benefits

• Flexible Schedule
• Hands on Training
• Dental Insurance
• Vision Insurance
• Life Insurance

Responsibilities

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Process customer policy change requests.
• Handle all incoming claim calls from customers and follow-up.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Maintain knowledge of new products and services.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Maintains phone time or sales quotas as determined by management.
• Grow sales revenue by utilizing phone, email and potential client lists.
• Presents and explains insurance policy options based upon prospective client needs and their personalgoals.
• Participate in regular team meetings and brainstorming sessions.
• Attend training and continuing education courses.
• Handle customer renewals.

Requirements

• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Prior Sales Experience.
• Professional phone etiquette.
• Problem-Solving Capabilities.
• A Property & Casualty insurance license is required.
• Strong work ethic and leadership skills.
• Successful sales background.
• Be capable of handling customer rejection.
• Strong communication and negotiation skills.
• Knowledge of sales and marketing principles and strategies.
• Bilingual, fluent in both English and Spanish is required.

Ability to take initiative, be proactive, and think outside the box.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

Ability to identify and solve problems, think critically, and make decisions quickly.