Responsibilities:
- Develop and maintain strong relationships with policyholders in a fast-paced sales environment
- Take incoming lead calls to address customer needs with tailored solutions by proactively cross-selling and upselling insurance products, driving customer satisfaction and revenue growth
- Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
- Obtain and maintain Property & Casualty and Life insurance licenses by attending continuing education classes and staying updated on industry best practices
- Respond to customer inquiries via phone, email, and chat, providing accurate policy information and resolving issues.
- Assist with policy updates, renewals, and claims inquiries, ensuring efficient service
- Maintain accurate records of customer interactions and policy updates
- Follow established procedures and guidelines to ensure compliance with state and federal regulations
- Collaborate with internal teams to resolve complex issues and ensure seamless customer experiences
- Participate in team meetings and training to stay updated on products and industry trends
- Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions
Minimum Qualifications:
- Resident Insurance Producer License (may be obtained after offer, but before starting)
- Demonstrates success in cross-selling insurance products and maintaining an assigned book of business
- Excellent communication and presentation skills
- Proven track record of meeting or exceeding sales targets
- Proficiency in computer applications, including Microsoft Office
- Exceptional analytical and problem-solving abilities
- Ability to work independently and in a team environment
- Attention to detail and strong organizational skills
Preferred Qualifications:
- Bachelor’s degree in business administration or related field
- Minimum of 2 years of sales experience
- Experience with insurance software and CRM systems
- Knowledge of property management or real estate industry
- Bilingual proficiency in English and Spanish for enhanced customer support capabilities
- Demonstrates success in cross-selling insurance products and maintaining an assigned book of business
