Job details
Insurance Service
- Answering Phones and e-mails to provide service for clients
- Taking payments, endorsing policies, and reviewing coverage with clients
- Offer clients renewal reviews for their insurance policies
- Make phone calls to clients, providing pre-cancellation courtesy calls
- Provide ideal customer service for our insurance clients
Insurance Sales
- Quoting potential new clients for the agency, via phone calls or e-mails
- Quote to potentially sell new clients from leads provided by Agent
- Providing quotes for current clients where there are Cross-selling opportunities
- Network, to gain referrals outside the office to acquire new clients
- Work with our Financial Planner to refer leads/calls for Financial/Life products
- Ask current clients for Referrals to try and acquire friends and family of our current clients
Job Type: Full-time
Pay: $32,000.00 - $36,000.00 per year
Benefits:
Weekly day range:
Work setting:
Experience:
- Insurance sales: 5 years (Required)
Work Location: In person