- Provide exceptional customer service to clients, addressing inquiries and resolving issues in a timely manner.
- Provide information to customers about products that meet their needs.
- Conduct policy reviews with customers for auto, home, life and all personal lines insurance.
- Ensure customers are properly insured after reviewing policy options with them.
- Manage and maintain customer accounts, ensuring accurate and up-to-date information.
- Actively promote and sell products or services to customers, utilizing effective sales techniques.
- Help the team conduct market research and analysis to identify potential sales opportunities.
- Collaborate with internal teams to ensure customer satisfaction and successful account management.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Use leads and referrals to achieve sales goals.
- Overseeing day-to-day tasks and assisting Agent.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- High School Diploma or GED required.
- Minimum of 2 years experience in a public-facing Customer Service position.
- At least 1 year of sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Property and Casualty license preferred. If employee is not licensed, they will have approximately 2 months to obtain license.
- Life and Health license preferred. If employee is not licensed, they will have approximately 2 months to obtain license.
- Successful track record of meeting sales goals/quotas preferred.
- Interest in marketing products and services based on customer needs.
- Self-motivated.
- Proactive in problem solving.
- Proven experience in sales or customer service roles.
- Desire to continue to learn and improve negotiation and communication skills.
- Knowledge of account management principles and practices.
- Excellent problem-solving skills and ability to think critically.
- Proficient in using CRM software or similar tools for managing customer accounts.
- Proficient in MS Office and Outlook Calendar.
- Excitement to learn and improve existing skills.
- Ability to start conversations, meet new people and talk in front of any size audience.
- Professional appearance a must
- Competitive base pay PLUS commission
- Vacation/Sick/Holiday Pay
- Licensing/test/materials paid for
- Additional opportunities for training
- Great office environment
- Principals only. Recruiters please don't contact this job poster.
- Do NOT contact us with unsolicited services or offers
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Insurance Customer Service Representative - Youngsville, United States - JB Consulting Systems
Description
Job Description
Job DescriptionSalary: $30-55K/yr DOEState Farm – Wesley Wilder Insurance office is looking for a talented go-getter to join the team Wesley Wilder is a well-established, 2nd generation State Farm Insurance Agent who is seeking a talented and bright Insurance Customer Service Representative for this In-Office, Full Time (Mon-Fri) position. The successful candidate will have or be able to obtain the qualifications listed below. If you are committed to consistently delivering top-notch work and would like to work for a WELL KNOWN brand/Agent that fosters lasting relationships with clients, then we want to talk with you
Please Reference JBCSSFWICS02 when applying with your resume and pay expectations.
Essential Duties and Responsibilities
Qualifications
Company offers:
Equal Opportunity Employer
