Administration / CSR

Job Description

Benefits

Hourly Base Salary + Commission

Mon-Fri Schedule

Hands on Training

Responsibilities

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Share training and education knowledge and expertise with team members.

Maintain knowledge of new products.

Provide exceptional customer service.

Cold call, direct email and perform other lead generation activities.

Schedule appointments for sales staff to meet prospective customers.

Provides on-going support to insurance clients as needed.

Assess and identify the wants and needs of your customer(s) over the phone

Uphold the wants and needs of your customers

Requirements

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Confident, self-starter who works well independently.

Must have ability to multi-task.

A Property & Casualty license is preferred but will train good individual.

Professional phone etiquette.

Works well with other employees and is a team player with a positive attitude.

Property & Casualty insurance license is required.

Minimum 3-5 years prior sales experience is preferred.

Driven and goal-oriented individual.

Bilingual, fluent in both English and Spanish is beneficial.