Insurance Agent and Customer Service Representative jobs in United States
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Confidential Careers ยท 21 hours ago

Insurance Agent and Customer Service Representative

Confidential company is seeking an Insurance Agent and Customer Service Representative to connect clients with tailored insurance solutions while delivering exceptional customer service. The role involves engaging in outside sales, negotiating effectively, and assisting clients in selecting appropriate insurance policies to protect their assets.

Human ResourcesRecruiting

Responsibilities

Greet customers and assist with billing and payment inquiries
Assist clients in selecting appropriate insurance policies by analyzing their needs and explaining coverage options clearly
Provide outstanding customer service by responding promptly to inquiries, resolving issues efficiently, and maintaining ongoing client relationships
Manage sales administration tasks including processing applications, updating client records, and ensuring accurate documentation

Qualification

Sales expertiseCommunication skillsComputer proficiencyAnalysis skillsCustomer serviceActive listening

Required

Excellent communication skills and computer proficiency
Strong analysis skills for assessing client needs and recommending suitable insurance solutions
Ability to greet all customers with a friendly, professional demeanor to build trust and rapport
Active listener who can understand client concerns and provide appropriate guidance

Benefits

Health insurance

Company

Confidential Careers

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Funding

Current Stage
Early Stage

Leadership Team

E
Edwin Xiao
Chief Revenue Officer
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Company data provided by crunchbase