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Customer Sales And Service Representative For Insurance Jobs

Ethos Concepts Inc

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Customer Sales and Service Representative Entry Level

Bensalem, PA · On-site

$800 - $1.5K/wk

About the Role This entry-level Customer Sales & Service Representative role is perfect for anyone saying and ready for a career reset or first professional opportunity. You'll work directly with ...

MRC Global

Sales & Service Representative

Carson, CA · On-site

$24.50 - $28.20/hr

The Sales & Service Representative plays a critical role in maximizing value for customers while ... Comprehensive benefits packages that include health insurance, retirementplans, vacation, vacation ...

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All JobsCustomer Sales And Service Representative For Insurance Jobs

Customer Sales And Service Representative For Insurance information

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$24K

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$80K

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

As of Jul 15, 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 are some common challenges faced by Customer Sales and Service Representatives in 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 are the key skills and qualifications needed to thrive as a Customer Sales and Service Representative for Insurance, and why are they important?

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 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 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

Customer Sales & Service Representative

Applied Industrial Technologies

Green Bay, WI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Applied Industrial Technologies rating

6.8

Company rating: 6.8 out of 10

Based on 55 frontline employees who took The Breakroom Quiz

232nd of 368 rated retail wholesalers

Job description

Want to use your customer service skills to solve real world problems?
Want to free up your weekends & evenings and instead work Monday through Friday?
Want to do all of this while getting paid a competitive base salary PLUS have incentive opportunities?
How about all of the above AND benefits, paid time off and even tuition reimbursement?
Customer service professionals-don't pass up this opportunity for a great career with a global industrial distribution company that allows you to do far more than just taking orders and fielding complaints. In partnership with over 4,000 world-class manufacturers, we are an industry-leading value-added distributor of a wide variety of innovative and reliable industrial products. Since 1923, we have been committed to always having the right part in stock and always getting it to the customer when they need it. Don't know anything about industrial distribution? THAT'S OKAY! We'll teach you.
You will provide our customers with expert assistance to a wide variety of questions and problems. Unlike most CSR roles, you will build ongoing business relationships with our customers through repeated contact and consultation. As this is a service and parts center, our ability to win and retain customers' business often depends on your ability to quickly and efficiently provide them with just the right parts and/or solutions - especially when customers are experiencing costly equipment breakdowns. You will also, on occasion, have the ability to utilize your mechanical aptitude to help solve customer problems or troublesome processes.
This is a great starting point from which to grow toward a sales or management career. Applied has a clear growth path with countless success stories of employees rising through the ranks.
Just some of the things you'll be doing on a daily basis:
• Assist customers by phone and in person at our facility
• Use your customer service skills and talents to clarify their needs, do research, and (after you get up to speed) recommend parts
• Be focused and driven to meet / exceed monthly sales goals while increasing customer satisfaction
• Process quotes, take orders and provide post-order service
REQUIREMENTS
Our Customer Service Representatives are self-motivated and driven by a desire to exceed expectations. They have strong prioritization and multitasking skill, a sense of urgency, and take pride in their verbal and written communication. Interpersonal skills and the ability to establish rapport and build solid relationships with a wide variety of customers are critical.
Specific qualifications for the role include:
  • 6 months of customer service experience preferred
  • Excellent telephone, and written skills, including English grammar
  • Ability and desire to learn new systems and processes quickly
  • Enjoys working with computers, including basic knowledge of Microsoft Office (specifically Outlook & Excel) and comfortable with Google search engine
  • High school diploma or equivalent
  • Valid driver's license and clean driving record (MVR)
  • SAP / ERP experience, preferred but not required
  • Some knowledge of industrial distribution products and hydraulics, preferred but not required
  • Attention to detail, accuracy, ability to multitask, sense of humor
  • Ability to lift up to 50 lbs.

SALARY & BENEFITS
As a Customer Service Representative with Applied Industrial Technologies, you will be part of a stable and established company with consistently strong performance and growth. At Applied, you are encouraged to take advantage of all the training the company has to offer and to bring fresh ideas to the team.
Starting Salary: Salary will be based on your experience and qualifications and added incentives will be earned based on performance.
Benefits: Here is just some of what we have to offer:
• Base salary and bonus opportunities
• Health, vision, and dental coverage, 401(k) w/ company match
• Paid vacation, sick time, and company holidays
• Tuition reimbursement
• Personalized training and development program
• Career development and advancement opportunities
Build a rewarding career with a global leader in industrial distribution!
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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