Bilingual Customer Service and Sales Representative
Description:
Job Description
Benefits
Hourly Base Salary Based on Experience
Hands on Training
Responsibilities
Meet new business production goals and objectives as established.
Process customer policy change requests.
Secure all Trailing Documents from customers.
Document each customer contact in eAgent.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
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.
Answer incoming phone calls on the first ring.
Return all phone messages promptly.
Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
Cold call, direct email and perform other lead generation activities.
Grow sales revenue by utilizing phone, email and potential client lists.
Work independently and as part of a team.
Attend training and continuing education courses.
Requirements
Excellent Communication/interpersonal skills.
Must have ability to multi-task.
Professional phone etiquette.
Career minded vision.
Great Customer Service Skills
A Property & Casualty insurance license is required or must be obtained after hiring.
A Life & Health Insurance license is required or must be obtained after hiring.
Ability to tactfully handle stressful and difficult situations.
Previous work experience in sales, marketing, promotions or telemarketing.
Be equipped with great listening and closing skills.
Bilingual, fluent in both English and Spanish is beneficial.
No insurance experience required but must be willing to learn
Commitment to excellence, willingness to work hard, and willingness to go the extra mile.
Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.
Ability to identify and solve problems, think critically, and make decisions quickly.