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Sales Agent

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Job Snapshot
Location:
Lake Charles, LA 70601
Employee Type:
Full-Time
Industry:
Insurance
Manages Others:
No
Job Type:
Sales
Education:
High School
Experience:
1 to 3 years
Travel:
None
Post Date:
11/7/2009
Contact Information
Ref ID:
222
Description Job Responsibilities:
  • Quote/prospect insurance applications for clients
  • Sell policies to exceed production goals
  • Attempt to cross-sell EVERY prospect that comes into contact
  • Resolving all customer requests competently including quotes, endorsements, renewals, new policies, payments, claims intake, and general insurance questions
  • Correctly and thoroughly updating the customer’s account and all relevant information in USAgencies call tracking system
  • Complete a detail fact finder form for EACH new customer and ask for referrals
  • Use Quote Script as developed by the company
  • Provide exceptional Customer Service to USAgencies customers through all relevant avenues of contact
  • Attend monthly & quarterly sales meetings, sales and product seminars or classes
  • Ability to handle large amounts of cash, checks, etc
  • Service walk-in customers
  • Receive & service customer phone calls
  • Handling customer service inquiries by phone & in Person
  • Continue to learn product & underwriting detail of various sales products for additional sales opportunities and for professional development
  • Provide office coverage at locations throughout the district.
  • Other duties as assigned (including providing tax services during tax season)
  • Office up-keep
  • Opening & Closing sales office
  • Heavy data entry and Scanning/faxing/printing
Requirements Requirements:
  • Excellent communication and sales and customer service skills
  • Bilingual (English & Spanish) applicants strongly encouraged to apply
  • For applicants who do not currently have a Property and Casualty or Personal Lines license, the license must be obtained in the first 90 days with company assistance.  Ask for details.
  • Ability to work efficiently and complete multiple tasks in a high-pace environment
  • Ability to work a flexible schedule that will include some nights and weekends
  • Maintain a professional demeanor throughout the day both on the phone and in person
  • Maintain a professional office appearance and work environment at all times
  • Be able to work as part of a team as well as independently as required
  • Excellent work ethic
  • Prior insurance and/or call center experience preferred
  • Ability to travel to other locations within the district
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