Job Description
Job Description
Job Title
Property and Casualty Insurance Sales Representative
Job Summary
- Provides customer service and resolves issues by offering solutions, explanations and options. Quotes and prepares insurance proposals.
General Accountabilities
- Provides customers' information about products or services, quotes and closes sales, cancels accounts, or obtains details of complaints.
- Ensures full customer satisfaction and maintains a friendly, helpful demeanor while engaging in proactive policy retention strategies.
- Identifies and prioritizes problems and issues related to service area.
- Maintains close contact with customer to give updates on progress toward resolution of issue or service request.
- Refers unresolved customer issues to designated departments for further investigation.
- Processes applications, releases, cancellations, adjustments, changes, requests, fees, invoices and other related paperwork.
- Personally responsible for hitting team and individual sales goals.
- Keeps records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- *The company reserves the right to add or change duties at any time.
Job Qualifications
- Education: High school diploma, equivalent or higher education.
- Experience: 1-2 years of related experience
- State of Florida 4-40 Licensed a MUST.
Skills
- Excellent verbal and written communication
- Service orientation
- Critical thinking
- Active listening
- Knowledgeable in Office Programs
- Reliable and with great time management