Customer Service Sales Representative

Our agency is growing and Mitchell Insurance & Financial Services wants you! As an award winning insurance agency, we are always looking to stay one step ahead of the game. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential!

Health Insurance

Life Insurance

Paid Holidays

Base Salary with Commissions?

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

SIMPLE Plan

• Meet new business production goals and objectives as established.
• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Prospecting and generating new business?through leads & referral sources.
• Generating insurance quotes.
• Provide?exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal?goals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone
• Uphold the wants and needs of your customers
• Educate clients on the insurance policies that best suit their needs
• Provide policies to new clients and explain benefits/risks of the policy

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Must be highly self-motivated.
• Professional phone etiquette.
• Career minded vision.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• No insurance experience required but must be willing to learn