Job Description
Hybrid Sales/Service Agent
Job Summary
A dynamicHybrid Sales/Service Agentis sought to join a team. This role blends sales and client service designed for individuals eager to make a positive impact while driving business success. The position involves managing client accounts promoting and selling insurance products and delivering exceptional service to build long-term client relationships. A passion for helping others strong relationship-building skills and a results-oriented mindset are essential.
Responsibilities
- Sales Functions:Engage with prospective and existing clients to assess insurance needs recommend tailored solutions and close sales on various insurance products.
- Account Management:Act as the primary contact for assigned client accounts ensuring clear communication and client satisfaction.
- Client Support:Provide assistance with policy inquiries claims process management and resolve service-related issues promptly and professionally.
- Policy Renewals:Track and manage client policy renewals ensuring awareness of updates or additional options.
- Cross-Selling:Identify and recommend additional relevant insurance products for clients.
- Compliance:Maintain compliance with company policies industry regulations and stay informed on insurance products and updates.
- Team Collaboration:Collaborate with teammates underwriters and management to deliver optimized client outcomes and meet objectives.
- Continuous Improvement:Keep abreast of industry trends and participate in training to enhance knowledge and skills.
Qualifications/Requirements
Education & Experience:
- High school diploma or equivalent required; Bachelors degree in Business Administration Marketing or related field is advantageous.
- Demonstrated experience as an Account Manager Insurance Producer or related role in sales or customer service.
Licensing:
- An active insurance producers license is required or willingness to obtain.
Skills & Competencies:
- Exceptional communication and interpersonal abilities for building client relationships.
- Strong problem-solving and decision-making skills with a customer-focused mindset.
- Proven ability to meet or exceed sales targets.
- Proficiency in CRM and insurance management software.
- Highly organized with meticulous attention to detail.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-DH1
Required Experience:
Unclear Seniority
Job DescriptionHybrid Sales/Service AgentJob SummaryA dynamicHybrid Sales/Service Agentis sought to join a team. This role blends sales and client service designed for individuals eager to make a positive impact while driving business success. The position involves managing client accounts promoting...
Job Description
Hybrid Sales/Service Agent
Job Summary
A dynamicHybrid Sales/Service Agentis sought to join a team. This role blends sales and client service designed for individuals eager to make a positive impact while driving business success. The position involves managing client accounts promoting and selling insurance products and delivering exceptional service to build long-term client relationships. A passion for helping others strong relationship-building skills and a results-oriented mindset are essential.
Responsibilities
- Sales Functions:Engage with prospective and existing clients to assess insurance needs recommend tailored solutions and close sales on various insurance products.
- Account Management:Act as the primary contact for assigned client accounts ensuring clear communication and client satisfaction.
- Client Support:Provide assistance with policy inquiries claims process management and resolve service-related issues promptly and professionally.
- Policy Renewals:Track and manage client policy renewals ensuring awareness of updates or additional options.
- Cross-Selling:Identify and recommend additional relevant insurance products for clients.
- Compliance:Maintain compliance with company policies industry regulations and stay informed on insurance products and updates.
- Team Collaboration:Collaborate with teammates underwriters and management to deliver optimized client outcomes and meet objectives.
- Continuous Improvement:Keep abreast of industry trends and participate in training to enhance knowledge and skills.
Qualifications/Requirements
Education & Experience:
- High school diploma or equivalent required; Bachelors degree in Business Administration Marketing or related field is advantageous.
- Demonstrated experience as an Account Manager Insurance Producer or related role in sales or customer service.
Licensing:
- An active insurance producers license is required or willingness to obtain.
Skills & Competencies:
- Exceptional communication and interpersonal abilities for building client relationships.
- Strong problem-solving and decision-making skills with a customer-focused mindset.
- Proven ability to meet or exceed sales targets.
- Proficiency in CRM and insurance management software.
- Highly organized with meticulous attention to detail.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-DH1
Required Experience:
Unclear Seniority
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