Generate new business by interfacing with potential customers over the phone to sell, upsell, and promote insurance services offered, and also answer future business inquiries.
Process new business from quote to policy issuance.
Review potential business in order to determine eligibility and approve coverage.
Ensure accuracy and completeness of data.
Provide superior customer service by establishing and maintaining customer relationships to facilitate future selling opportunities.
Achieve production sales goals in a fast-paced, high volume environment
Requirements
College Degree or equivalent combination of relevant experience and education.
Ability to negotiate to win/win results while focusing on the quality of the transaction.
Good decision making skills in complex and high pressure situations.
Good verbal and interpersonal skills.
Ability to identify an issue, determine resolution and complete action as required.
Strong ability to handle sensitive information and maintain confidentiality.
Good organizational & time management skills.
Sales, marketing, or customer service experience would be considered an asset.
Current Fire and Casualty Broker-Agent or Personal Lines Broker-Agent license would be considered an asset.
Knowledge of multiple personal lines insurance products, coverages, and insurance guidelines would be considered an asset.
In order to work the Spanish-speaking queue, fluency in Spanish is required.
Prior personal lines insurance sales experience and completion of insurance courses preferred.