Customer Service Insurance Agent

Job Summary

Join our dynamic team as a Customer Service Insurance Agent, where your enthusiasm and expertise will drive exceptional client experiences! In this energetic role, you will serve as a vital link between clients and insurance solutions, providing personalized guidance on a wide range of insurance products. Your proactive approach will help clients understand their coverage options, resolve inquiries efficiently, and build lasting relationships that foster trust and loyalty. This position offers an exciting opportunity to leverage your sales skills, insurance knowledge, and multilingual abilities to make a meaningful impact in our vibrant organization.

Duties

• Engage with clients via phone, email, and in person to address insurance inquiries and provide tailored solutions.
• Promote and sell various insurance products including health, life, property casualty, and commercial insurance policies.
• Assist clients with benefits administration, policy changes, claims processing, and coverage explanations.
• Develop strong customer relationships through effective communication, active listening, and personalized service.
• Conduct analysis of client needs to recommend appropriate insurance plans that meet their goals.
• Maintain accurate records using CRM (Customer Relationship Management) systems and sales administration tools.
• Stay informed about industry regulations and product updates to ensure compliance and provide accurate information.

Skills

• Proven experience in outside sales, retail sales, or insurance sales with a focus on customer engagement.
• Strong negotiation skills to close sales effectively while ensuring client satisfaction.
• Excellent communication skills in multiple languages; bilingual proficiency is highly valued.
• Solid understanding of insurance regulation, health insurance, life insurance, property casualty insurance, and benefits administration.
• Proficiency in Microsoft Office applications and CRM systems for sales tracking and client management.
• Analysis skills to assess client needs accurately and recommend suitable coverage options.
• Customer service expertise with a focus on building long-term client relationships.
• Knowledge of sales administration processes combined with the ability to handle client communication professionally.

Embark on a rewarding career where your energy fuels success! We’re committed to empowering our team members with the tools they need to excel — from ongoing training in insurance products to opportunities for professional growth. Join us today and help shape the future of personalized insurance solutions!

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• Disability insurance
• Flexible schedule
• Work from home

Work Location: In person