ooking for a high energy Bilingual Insurance Customer Services Sales Rep
Must be a very motivated problem solver to join our team! This position will help us to maximize positive customer experience by responding to their inquiries in a timely manner, proactively reaching out to maintain good relations with the Insurance Agents and helping promote the agencies outreach to the community.
Duties include, but are not limited to: *
Answering busy phones, responding to emails, various customer service tasks
Keep records of customer interactions and transactions
Process payments and explain billing
Document follow-up and organizing office files & paperwork
Customer retention calls
Set appointments and manage office schedules
Review current policies and identify specific products and solutions for each individual
Solicit, sell and negotiate new business policies from existing and new clients.
Must either already hold a P&C and Life Insurance license or willing to take necessary
steps to get one.
Must be computer savvy (Must know Microsoft Office Suite. Must be able to navigate and learn other computer programs quickly).
Must have basic math skills.
Strong analytical capability and conflict resolution skills.
Ability to multi-task.
Must be organized.
Ability to work efficiently with a team or alone
Strong verbal (on the phone and in person) and written communication skills (email and letters).
Sales experience a plus.