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Customer Sales And Service Representative For Insurance Jobs

Pinnacle Bank/Bank of Colorado

INSURANCE CSR

Phoenix, AZ · On-site

$17 - $25/hr

Responsible for insurance sales and service to customers. RESPONSIBILITIES AND DUTIES: * Assists Senior Customer Service Representative with servicing customer account including phone calls and walk ...

MRC Global

Sales & Service Representative

Toledo, OH · On-site

Job Purpose The Sales & Service Representative is responsible for delivering business-to-business customer service through the order process of pipe, valves, and fitting products (PVF). The Sales ...

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Customer Sales And Service Representative For Insurance information

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$52K

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How much do customer sales and service representative for insurance jobs pay per year?

As of Aug 25, 2026, the average yearly pay for customer sales and service representative for insurance in the United States is $52,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What does a customer sales and service representative for insurance do?

A Customer Sales and Service Representative for Insurance assists clients in understanding and purchasing insurance policies that suit their needs. They handle customer inquiries, provide quotes, process policy changes, and resolve issues related to coverage. In addition, they may help with claims processing and explain policy features, benefits, and limitations. Their goal is to ensure clients are satisfied with their insurance products and to support the sales team in reaching targets.

What are the key skills and qualifications needed to thrive as a customer sales and service representative for insurance?

To thrive as a Customer Sales and Service Representative for Insurance, you need a solid understanding of insurance products, strong sales acumen, and typically a high school diploma or equivalent, with state insurance licensing often required. Familiarity with customer relationship management (CRM) software, quoting systems, and call center platforms is essential. Exceptional communication, problem-solving, and patience help you build trust and effectively address client needs. These skills are crucial for meeting sales targets, ensuring client satisfaction, and navigating the regulatory environment of the insurance industry.

What are some common challenges faced by customer sales and service representatives for insurance, and how can I prepare for them?

Customer Sales and Service Representatives in the insurance industry often encounter challenges such as handling complex policy questions, meeting sales targets, and managing high call volumes. To prepare, it's helpful to develop strong communication skills, patience, and the ability to quickly learn and navigate insurance products and systems. Building resilience and staying organized can help you successfully balance customer needs with company objectives. Most companies provide thorough training and ongoing support, and collaborating with experienced team members can also make these challenges more manageable.

What is the difference between Customer Sales And Service Representative For Insurance vs Customer Service Representative For Insurance?

AspectCustomer Sales And Service Representative For InsuranceCustomer Service Representative For Insurance
Primary RoleSales, customer engagement, policy upsellingPolicy support, claims assistance, issue resolution
Required SkillsSales techniques, communication, product knowledgeCustomer support, problem-solving, insurance policies
Work EnvironmentSales-focused, client-facing, often in offices or call centersSupport-focused, call centers or office settings
CertificationsInsurance licenses, sales certifications often preferredInsurance licenses may be required, but less emphasis on sales certifications

While both roles involve working with insurance customers, the Customer Sales And Service Representative For Insurance primarily focuses on sales and customer engagement to promote policies, whereas the Customer Service Representative For Insurance concentrates on supporting existing clients with policy questions and claims. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

Who are the top companies hiring for Customer Sales And Service Representative For Insurance jobs?

The top employers for Customer Sales And Service Representative For Insurance jobs are:

Customer Sales And Service Representative For Insurance jobs near you

Customer Sales & Service Representative

Applied Industrial Technologies

Appleton, WI • On-site

Full-time

Retirement

Re-posted 24 days ago

Applied Industrial Technologies rating

6.8

Company rating: 6.8 out of 10

Based on 56 frontline employees who took The Breakroom Quiz

271st of 423 rated retail wholesalers

Job description

Applied Industrial Technologies is hiring a full-time Customer Sales & Service Representative at our Appleton, WI service centerIn this role, you'll provide professional and timely support to our sales team and customers.
As a leading industrial distributor (and Fortune 1000 company), we realize we are only as strong as our dedicated team. Selling millions of industrial products to all types of customers takes special skill - and that's where you come in.
Why join AIT?
In addition to competitive hourly pay, bonus opportunities, and all the benefits you'd expect from an industry leader (401K with company match, insurance, time off, tuition reimbursement, employee assistance, etc.) you will also enjoy:
  • A lasting career - career paths are available in sales, operations, or management throughout the country
  • Professional development and training
  • Great work/life balance
  • Team oriented company culture

What you'll do:
In our fast-paced team environment, you will partner with our customers and outside sales team to find products and services, solve customer needs, and build ongoing positive business relationships.
  • Solve customer inquiries, prepare quotes, process/expedite orders & returns
  • Source parts from suppliers nationwide
  • Assist in generating sales by upselling, adding on, & educating customers
  • Help in the stockroom & deliver orders to customers as needed

Qualifications & Skills:
  • 1+ year customer service, inside sales, mechanical or maintenance experience required. Industrial distribution or parts counter environment preferred
  • High school diploma, GED or equivalent required
  • Must be able to lift up to 50 lbs.
  • Mechanical aptitude & attention to detail
  • Valid driver's license & clean driving record (MVR)

Come for the job. Stay for the career. Apply for immediate consideration!
#LI-AV1
Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.
Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

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