We are seeking a dynamic and customer-focused Insurance Sales and Customer Service Agent to join our team. This role involves engaging with clients to understand their insurance needs, providing tailored solutions, and delivering exceptional customer service. The ideal candidate will possess strong communication skills, sales experience, and the ability to build lasting relationships. This position offers an exciting opportunity to grow within the insurance industry while helping clients secure the coverage they need.
Responsibilities
Engage with prospective and existing clients through outside sales efforts, including telemarketing and community outreach.
Conduct needs analysis to recommend appropriate insurance products and coverage options.
Negotiate policy terms and premiums to meet client needs while adhering to company guidelines.
Manage sales administration tasks, including processing applications, updating client records, and maintaining accurate documentation.
Provide exceptional customer service by addressing inquiries, resolving issues, and guiding clients through policy details.
Requirements
Fluent in speaking and writing in Spanish.
Excellent communication and interpersonal abilities.
Ability to analyze client needs and recommend suitable insurance products effectively.
Knowledge of marketing strategies relevant to insurance sales is a plus.
Exceptional customer service skills with a professional demeanor.
Ability to work independently and as part of a team in a fast-paced environment.