Customer Service Representative

Job Description

Customer Service Representative/Inside Salesperson

Job Summary

Seeking a dedicated and professional Customer Service Representative/Inside Salesperson to join a team. This role is ideal for a motivated individual with a passion for providing exceptional customer service and sales support. The ideal candidate will have experience in the independent agency environment with a preference for bilingual candidates and those holding a Property & Casualty (P&C) license.

Compensation Package

• Base Salary: $50000 - $60000 annually depending on experience and qualifications.

Responsibilities

• Provide exceptional customer service to clients addressing inquiries and resolving issues in a timely and professional manner.
• Assist with inside sales activities including generating leads following up with potential clients and closing sales.
• Support the agencys operations by managing client accounts and maintaining accurate records in the agency management system (Hawksoft AMS or similar).
• Build and maintain strong relationships with clients ensuring their insurance needs are met effectively.
• Collaborate with team members to achieve sales targets and contribute to the overall success of the agency.

Qualifications/Requirements

• Bilingual proficiency (English and Spanish) is highly preferred but not mandatory.
• Property & Casualty (P&C) license is preferred but not required for the right candidate.
• Prior experience in an independent insurance agency is highly desirable.
• Familiarity with agency management systems (Hawksoft AMS experience is a plus but not required).
• Strong interpersonal and communication skills with the ability to build rapport with clients and team members.
• Self-motivated reliable and able to work independently in an onsite environment.
• Commitment to a full-time onsite schedule with flexibility for remote work on Wednesdays.

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