Overview Join our team as an Insurance Agent/ Customer Service Representative, where your enthusiasm and expertise will drive customer satisfaction and business growth. In this role, you will actively engage with clients to understand their insurance needs, provide tailored solutions, and foster long-term relationships. Your energetic approach will help educate clients on various insurance products, including health, life, property, and casualty coverage, while ensuring compliance with industry regulations. This position offers a rewarding opportunity to develop your sales skills and make a meaningful impact in people's lives through personalized insurance solutions. Responsibilities Engage in outside sales activities to identify potential clients and expand the customer base through proactive outreach and networking. Conduct client consultations to assess insurance needs across health, life, property, and casualty lines, offering expert advice on suitable coverage options. Negotiate policy terms and premiums with clients to reach mutually beneficial agreements that meet their financial goals. Build strong customer relationships by providing exceptional service, addressing inquiries promptly, and maintaining ongoing communication. Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, and policy details efficiently. Stay informed about insurance regulations and industry trends to ensure compliance and provide accurate information to clients. Assist clients with benefits administration, claims processing, and policy renewals to enhance their overall experience. Experience Proven experience in outside sales or retail sales roles within the insurance or financial services industry is highly desirable. Strong negotiation skills coupled with excellent communication abilities to effectively articulate product benefits and address client concerns. Multilingual or bilingual capabilities are a significant advantage for engaging diverse client populations. Familiarity with insurance products such as health insurance, life insurance, property casualty insurance, and commercial insurance knowledge is preferred. Proficiency in Microsoft Office applications and CRM systems for sales tracking and client management. Demonstrated analysis skills for evaluating client needs and recommending appropriate coverage options. Knowledge of insurance regulation standards ensures adherence to legal requirements while delivering transparent service. Embark on a career that combines energetic engagement with detailed expertise—helping clients protect what matters most while advancing your professional growth in a vibrant environment!

Pay:

$40,000.00 - $100,000.00 per year

Benefits:

Paid time off

Work Location:

In person