Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Pride in getting work done accurately and timely
• Ability to work in a team environment

Benefits

• Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my office