Producer Sales Rep Customer Svc Rep

JOB SUMMARY

Idea Recruiters is searching for a Producer for a local Insurance Agency in Beaufort SC. We are seeking candidates that respond to customers inquiries via phone email or chat; knows how to resolve customer complaints and resolves issues in a professional manner and provide information about available services. The Producer must also build and maintain client relationships and stay current on insurance products and regulations.

SHIFT INFORMATION

Days: Monday Friday

Hours: 9:00 AM 5:00 PM

ESSENTIAL DUTIES & RESPONSIBILITIES:

Ø Professionally sell and explain property and casualty insurance policies to customers and clients (home auto business life etc)

Ø Identify and prospect new clients assess their needs tailor policy recommendations based on those needs

Ø Manage the entire sales cycle from lead to close

Ø Maintain client relationships handle renewals and collaborate with other departments

Ø Develop and execute a sales plan to meet new business targets

Ø Conduct sales and present customized insurance solutions to prospects and clients

Ø Serve as the main point of contact for policy changes renewals and questions.

Ø Assist clients with claims processes

Ø Utilize sales and customer relationship management (CRM) tools to track progress

Ø Create customize insurance policies to meet unique client requirements

Ø Educate clients on different insurance options and coverage details

Ø Answer customer questions promptly and efficiently through various communication channels (phone email chat face-to-face interactions etc)

Ø Address and resolve customer complaints or concerns in a professional and timely manner

Ø Manage customer accounts and billing inquiries

Ø Maintain a high level of company products/services knowledge and communicate effectively with the customers and/or team members

Ø Recognize chances to upsell or cross-sell services that may benefit customers

Ø Keep accurate and detailed records of customer interactions and transactions in various software platforms

Ø Work well with team members and other departments to ensure consistent and positive customer experience

Ø Provide excellent and effective written and verbal communication with others

Ø Must have the ability to listen carefully to understand customer concerns

Ø Provide strong analytical skills to troubleshoot issues and provide appropriate solutions

Ø Show empathy towards others

Ø Write Property and Casualty Insurance Policies based on customers needs

Ø Contact potential customers or clients through networking referrals and outreach to build customer base

Ø Interview prospective customers to understand their financial situation and existing coverage

Ø Analyze a clients needs and recommend suitable insurance policies such as life health home or auto

Ø Explain policy features sell policies and process applications for underwriting approval

Ø Maintain accurate and confidential records of client information and policy details

Ø Stay up-to-date on state and federal regulations securing necessary licenses and complete continuing education requirements

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