Customer Service Rep

Job Description

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Career Growth Opportunities

Responsibilities

Develop insurance quotes, make sales presentations, and close sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

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.

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.

Prospecting and generating new business through leads & referral sources.

Generating insurance quotes.

Provide exceptional customer service and support.

Be outstanding at relationship building.

Develop and maintain client relationships.

Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.

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

Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Informs customers of promotions and new or upgraded products using prepared scripts.

Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

Maintains phone time or sales quotas as determined by management.

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.

Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Work independently and as part of a team.

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

Handle customer renewals.

Requirements

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.

Create relationships from a cold start.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Confident, self-starter who works well independently.

Must have ability to multi-task.

Must be awesome at opening doors and getting appointments from a cold start.

Must be highly self-motivated.

Professional phone etiquette.

Career minded vision.

English and Spanish speaking preferred

Full-time