Insurance Agent and Customer Service Representative

Job Summary
Join our dynamic team as an Insurance Agent and Customer Service Representative, where you will play a vital role in providing exceptional insurance solutions and building lasting client relationships. This energetic position combines outside sales efforts with dedicated customer service, allowing you to help clients navigate their insurance needs across health, life, property, and casualty lines. You will actively engage in marketing, prospecting, and negotiating insurance policies while delivering top-tier support to ensure client satisfaction and retention. If you are passionate about sales, customer service, and the insurance industry, this is your opportunity to thrive in a fast-paced environment that values your initiative and communication skills.

Responsibilities

• Develop new business through outside sales activities, including telemarketing, community outreach, and networking to identify potential clients.
• Build strong relationships with clients by understanding their unique insurance needs and providing tailored policy recommendations.
• Conduct client consultations to explain coverage options for health, life, property, casualty, and commercial insurance products.
• Negotiate policy terms and premiums with clients while ensuring compliance with insurance regulations and company standards.
• Manage sales administration tasks using CRM systems to track leads, follow-ups, policy details, and client interactions efficiently.
• Provide ongoing customer service support by addressing inquiries, processing claims, benefits administration, and policy updates.
• Stay informed on industry trends, insurance regulation changes (including HIPAA compliance), and product knowledge to deliver expert advice.

Qualifications

• Proven experience in outside sales or retail sales environments with strong negotiation skills.
• Knowledge of various insurance lines such as health insurance, life insurance, property casualty insurance, and commercial insurance.
• Familiarity with CRM systems and proficiency in Microsoft Office Suite for documentation and communication purposes.
• Excellent communication skills in multiple languages (bilingual or multilingual abilities are a plus) to effectively build customer relationships.
• Strong analysis skills to assess client needs and recommend appropriate coverage options.
• Understanding of insurance regulation standards including HIPAA compliance for health-related policies.
• Ability to work independently in a fast-paced setting while maintaining attention to detail in client communication and sales administration tasks.
• Customer service orientation with a passion for helping clients navigate complex insurance products confidently.

This role offers an exciting opportunity to make a meaningful impact by guiding clients through their insurance journeys while developing your sales expertise in a supportive environment dedicated to your growth!

Pay: $16.90 per hour

Expected hours: 20.0 – 40.0 per week

Benefits:

• Flexible schedule
• Work from home

License/Certification:

• Life & Health Insurance License (Preferred)
• Property & Casualty License (Preferred)

Work Location: Remote