- Meet new business production goals and objectives as established.
- Solicits for new business via telephone, networking, and other lead sources.
- Develop insurance quotes, makes sales presentations, and closes sales.
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Handle all incoming claim calls from customers.
- Complete Evidence of Insurance requests.
- Document each customer contact in AMS.
- 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.
- Share training and education knowledge and expertise with team members.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Prospecting and generating new business through leads & referral sources.
- Generating insurance quotes.
- Provide exceptional customer service.
- Be outstanding at relationship building.
- Obtain prospects information such as name, address, vehicle information and enter into quote sheets
- Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases
- Presents and explains insurance policy options based upon prospective client needs and their personal goals
- Provide customers with additional information about new products and services
- Responds to all inquiries, cancellation requests, and sales requests within specified timeframe
- Current Insurance Producer License
- 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.
- Prior Sales Experience.
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In Office Customer Service and Sales Rep - Riverside, United States - Cisneros Insurance Agency Inc
Description
Are you looking for great work environment? Opportunity for growth? Competitive pay and benefits? We are one of the premier Farmers Insurance Agencies in the Country and we may be looking for exactly your skillset We have positions open in our:
Personal Lines Customer Service & Sales Team
Commercial Lines Customer Service
Personal Lines Sales/ Producer
Commercial Lines Sales/ Producer
Brokerage Business Lines Sales/ Producer
We are an established Insurance Agency. Our office is has been steadily growing over the past 22 years. We are looking to for insurance experience in customer service or sales. We are currently seeking to fulfill only full-time positions. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.
Insurance industry or agency experience and knowledge is required.
BenefitsHourly Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Life Insurance
Career Growth Opportunities
Retirement Plan
Responsibilities
Duties will vary by role but some responsibilities can include:
Requirement
Bilingual, fluent in both English and Spanish is beneficial. Adhering to strict FCC rules, please don???t apply if you have any felony related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules.