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Insurance Sales & Customer Service Representative

Faby Obispo Insurance And Financial

Lomita, CA

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JOB DETAILS
SKILLS
Billing, Business Growth, Calendar Management, Communication Skills, Computer Skills, Continuous Improvement, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Develop and Maintain Customers, Documentation, Driver's License, Follow Through, Insurance, Insurance Sales, Lead Generation, Marketing, Meet Sales Quota, Mentoring, Metrics, Multilingual, Multitasking, Needs Assessment, Organizational Skills, Performance Management, Presentation/Verbal Skills, Risk Management, Sales, Sales Management, Spanish Language, Team Player, Time Management, Underwriting, Writing Skills
LOCATION
Lomita, CA
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Paid time off

Benefits/Perks:
  • Competitive Pay 
  • Monthly bonus paid on performance
  • Professional Development
  • Paid Time off
  • Job Stability in a growing industry

Job Description
Successful State Farm Agent is seeking a qualified professional to join winning team for the role of Insurance Sales & Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities: 
  • Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. 
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
  • Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs. 
  • 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.
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
  • Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Anticipate, respond to, and follow up on all existing client needs.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
  • 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.
 
 Qualifications:


  • 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
  • Successful track record of meeting sales goals/quotas preferred
  • Achieve mutually agreed upon marketing goals
  • Ability to work in a team environment, Self-motivated, 
  • Possess a valid driver’s license and a source of reliable transportation. 
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Ability to multi-task, heavy phones 
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
  • Bilingual - Spanish preferred
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
 

About the Company

F

Faby Obispo Insurance And Financial