Insurance Sales Professional

Insurance Sales Professional Mead, CO Job Details Full-time 1 day ago Benefits Paid time off Opportunities for advancement Qualifications Record keeping Customer relationship building Handling insurance claims Phone communication Upselling Client relationship development High school diploma or GED Cross-selling Organizational skills CRM system proficiency Productivity software Insurance sales Communication skills Entry level Client interaction via phone calls Full Job Description Job Overview As an Insurance Sales Professional for Wendi Jensen Agency of Farmers Insurance located in 333 Main St, Mead CO 80542, you will be the primary point of contact for our clients, providing exceptional service and support to ensure their insurance needs are met. You will handle inquiries, process policy changes, and resolve issues promptly and effectively. Your role is pivotal in maintaining client satisfaction and loyalty through personalized service and attention to detail. . 

NOTE:

YOUR APPLICATION WILL NOT BE CONSIDERED UNTIL THE IDEAL TRAITS ASSESSMENT HAS BEEN COMPLETED. THIS ASSESSMENT IS SENT TO YOUR EMAIL AFTER APPLYING.

Benefits Paid Time Off (PTO) Hands on

Training Mon-Fri Schedule Career Growth Opportunities Evenings Off Commission Holidays Off Requirements Education:

High school diploma or equivalent; additional education or training in insurance or customer service is beneficial.

Experience:

Previous experience in customer service, insurance sales, or a related field is advantageous.

Skills:

Excellent communication, interpersonal, and customer service skills. Strong attention to detail and organizational abilities. Proficiency in using CRM software and Microsoft Office Suite.

Attributes:

Client-focused, empathetic, and proactive. Ability to work effectively in a fast-paced environment. High level of professionalism and integrity.

Responsibilities Client Communication and Support:

Act as the main point of contact for clients, responding to inquiries via phone, email, and in-person meetings. Provide timely and accurate information to clients regarding insurance products, coverage options, and policy details. Assist clients with policy inquiries, changes, endorsements, renewals, and claims processing.

Policy Management and Administration:

Process insurance policy applications, endorsements, renewals, and cancellations accurately and efficiently. Ensure all client records and policy documents are up-to-date, accurate, and compliant with regulatory requirements. Maintain organized and detailed files for easy retrieval and reference.

Client Relationship Management:

Build and maintain strong, positive relationships with clients, fostering trust and confidence in our company. Conduct regular follow-up with clients to ensure their insurance needs are met and address any concerns or issues promptly. Proactively identify opportunities to cross-sell or upsell additional insurance products to clients.

Claims Assistance and Support:

Assist clients with the claims process, including filing claims, gathering documentation, and liaising with insurance carriers. Provide support and guidance to clients throughout the claims process, ensuring timely resolution and satisfactory outcomes. Communicate with claims adjusters and underwriters to expedite claims processing and resolution.

Product Knowledge and Education:

Stay informed about the range of insurance products offered by our company, including coverage options, exclusions, and limitations. Educate clients on their insurance policies, explaining coverage details, benefits, and potential gaps. Provide recommendations and advice to clients on insurance products and coverage enhancements.