Job Opening: Insurance Service/Sales Agent
Description
Position: Insurance Service/Sales Agent (Permanent)
Location: East Honolulu/Hybrid
Industry: Insurance
Salary: $20-28 per hour (depending on experience)
As an Insurance Service/Sales Agent, you will be responsible for handling both inbound and outbound sales calls, providing customer service, processing claims, and assisting clients with purchasing and renewing their insurance policies. You will actively grow and maintain a portfolio of clients, ensuring customer satisfaction while achieving sales targets.
Key Responsibilities:
- Sales:
- Promote and sell insurance products (auto, home, life, health, and/or business) to new and existing customers.
- Provide clients with detailed information about coverage options and help them choose the policies that best suit their needs.
- Meet or exceed monthly and annual sales targets by converting leads and upselling existing customers on additional coverage.
- Follow up with potential customers and nurture relationships to drive sales opportunities.
- Customer Service:
- Assist clients with policy inquiries, changes, renewals, and claims support.
- Respond to client requests promptly, ensuring that all issues are resolved quickly and professionally.
- Offer ongoing support and advice on insurance coverage, including coverage reviews and adjustments to meet evolving customer needs.
- Policy Management:
- Process new policies, endorsements, and cancellations efficiently.
- Ensure accurate entry of client data and insurance policy details in company systems.
- Maintain up-to-date knowledge of available products and ensure customers are aware of any updates or changes to their policies.
- Administrative Support:
- Handle administrative tasks such as filing, preparing quotes, and maintaining records of client interactions.
- Generate and submit paperwork for policy changes, renewals, and claims processing.
- Follow up on payments and overdue policies, helping clients with payment processing when necessary.
- Sales and Marketing Initiatives:
- Assist in the development and execution of marketing campaigns to attract new clients and promote insurance products.
- Participate in networking and community events to raise awareness of the company’s offerings.
- Compliance:
- Ensure that all sales and customer service activities comply with company policies, industry regulations, and legal requirements.
- Maintain licensing and continuing education requirements as mandated by the insurance industry.
Qualifications:
- Experience: 3+ years of previous experience in insurance sales or insurance customer service required.
- Licensing: Required to be licensed in [state(s)] to sell insurance, or the ability to obtain licensing within a specific time frame.
- Communication: Excellent verbal and written communication skills with the ability to explain complex insurance concepts in an easy-to-understand manner.
- Sales Skills: Strong sales ability with a proven track record of meeting or exceeding sales goals.
- Customer-Focused: Excellent customer service skills and the ability to build and maintain strong client relationships.
- Problem-Solving: Ability to analyze customer needs and recommend appropriate insurance solutions.
- Detail-Oriented: Strong attention to detail and accuracy in processing policies, claims, and other paperwork.
- Tech-Savvy: Comfortable using insurance management software and MS Office.
Qualifications:
- Experience: 3+ years of previous experience in insurance sales or insurance customer service required.
- Licensing: Required to be licensed in [state(s)] to sell insurance, or the ability to obtain licensing within a specific time frame.
- Communication: Excellent verbal and written communication skills with the ability to explain complex insurance concepts in an easy-to-understand manner.
- Sales Skills: Strong sales ability with a proven track record of meeting or exceeding sales goals.
- Customer-Focused: Excellent customer service skills and the ability to build and maintain strong client relationships.
- Problem-Solving: Ability to analyze customer needs and recommend appropriate insurance solutions.
- Detail-Oriented: Strong attention to detail and accuracy in processing policies, claims, and other paperwork.
- Tech-Savvy: Comfortable using insurance management software and MS Office.