Inside Sales Representative Personal Lines Wilkens
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Job Location:
Bogota, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Job Title: Inside Sales Representative - Personal Lines
Job Summary
Seeking a motivated detail-oriented and customer-focusedInside Sales Representativeto join the Personal Lines division. This role involves providing exceptional service to clients identifying sales opportunities and fostering strong relationships to achieve and exceed sales goals. The ideal candidate is driven to succeed in a fast-paced environment.
Responsibilities
- Develop and maintain relationships with potential and existing clients within the Personal Lines segment to understand their needs and recommend suitable insurance solutions.
- Manage inbound and outbound communications to deliver personalized service and convert leads into sales opportunities.
- Educate customers on the features benefits and advantages of various insurance products and coverage options.
- Perform policy reviews to ensure proper coverage offer proactive recommendations and identify cross-selling opportunities.
- Provide accurate and timely quotes to clients and follow up consistently to close sales.
- Collaborate with underwriting and service teams to ensure a seamless client experience from application to policy issuance.
- Maintain detailed client records and activity logs in the CRM system ensuring compliance with company policies and industry regulations.
- Stay up-to-date with industry trends product knowledge and competitor offerings to maintain a competitive edge.
- Meet and exceed individual sales targets while maintaining a client-focused approach.
Qualifications/Requirements
Education & Experience:
- High school diploma or equivalent required; Bachelors degree preferred.
- Minimum of 1-3 years of experience in inside sales customer service or insurance (personal lines experience is a plus).
Skills:
- Demonstrated ability to meet or exceed sales objectives.
- Strong communication negotiation and interpersonal skills; ability to build trust and rapport with clients.
- Excellent organizational and time management skills with attention to detail.
- Proficiency in CRM software and other tools for managing sales pipelines and client interactions.
- Professional demeanor and ability to handle confidential customer information with discretion.
Licensing(if required by location):
- Current and active Property & Casualty Insurance License or willingness to obtain within a specified timeframe.
Attributes:
- Strong work ethic self-motivated and results-driven.
- A passion for problem-solving and delivering outstanding customer experiences.
Benefits
- Competitive base salary with performance-based incentives.
- Comprehensive health dental and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and generous holiday schedule.
- Opportunities for professional growth and development.
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.
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Required Experience:
IC
About Company
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