- Presents and explains insurance policy options based on client needs and personal goals.
- Advise clients on suitable insurance policies depending on their needs and objectives. Close sales effectively.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
- Respond to customer inquiries regarding policy questions, changes, and updates. Issue Insurance Documentation (COI, ID cards, etc.).
- Property and Casualty License required.
- 5 years experience in personal lines and commercial lines insurance service and sales.
- Navigate and leverage the agency management system to access client information, process policies, and manage insurance-related tasks efficiently. Must have basic computer software skills.
- Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
- Possessing the ability to work autonomously, arrange tasks according to their importance, and collaborate in a team-oriented setup.
- Act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients.
- Tactfully handle stressful and difficult situations with empathy.
- Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
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careermount Live Oak, United States Part timeStore : 12201 Toepperwein Rd, Live Oak, Texas 78233 · **Customer Service Representative** · We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no furthe ...
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Florida Sheriffs Youth Ranches Live Oak, United States Part timeAre you looking for an opportunity to make a difference in the life of a child AND earn income? The Mission of the Sheriffs Ranches Enterprises, Inc., is to provide financial support, goodwill, and community involvement for the boys and girls served by the Florida Sheriffs Youth ...
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Lee County Tax Collector Lee, United States**Salary Information - Starting Hourly Rate of $17.50** · Do you thrive in a fast-paced, customer focused environment? Look no further than the Customer Service Representative role here at the Lee County Tax Collector (LCTC). In this role, you will serve the community through he ...
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Champion Home Builders Inc Lake City, United StatesPosted 15-May-2024 (EST) | Lake City, FL, USA | Hourly | Full Time · **Work in a place where your team values YOU.** · **Champion Home Builders, Inc.** wants YOU We are seeking to hire a **Customer Service Representative** ?to join our team in the **Lake City, FL** region. · * ...
Insurance Sales and Service Representative - Live Oak, United States - Jeff Tippens Insurance Agency, Inc
2 weeks ago
Description
Job Description
Job DescriptionJoin Jeff Tippens Insurance Agency, Inc. As an insurance sales and customer service agent, where small-town values and community care meet ambitious growth goals. We're dedicated to providing top-notch service to our valued customers while fostering a caring work environment for our team. If you're passionate about insurance and eager to be a part of a close-knit, growth-oriented agency, this role is your opportunity to make a difference.
As a Licensed Insurance agent for sales and service in office, you'll play a pivotal role in our thriving agency's continued growth and success. We're looking for energetic and self-driven individuals who can connect with clients, understand their insurance needs, and provide tailored solutions. Your responsibilities will include developing relationships, conducting assessments, and securing insurance policies that best meet the unique requirements of our clients.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Bonus Opportunities
Paid Time Off (PTO)
Evenings Off
Weekends Off
Paid Holidays
Career Growth Opportunities
Professional Development
Continuing Education Opportunities
Performance Bonuses
Professional Work Environment
Office Snacks and Coffee
Responsibilities
Requirements
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