Customer Service & Sales Representative - Insurance

Job Description

Job Description

As a Customer Service & Sales Representative – Insurance, you will play a pivotal role in delivering exceptional client service and achieving sales objectives within the insurance sector. This position necessitates active engagement with clients, providing insights into various insurance products, and guiding them throughout the sales process to ensure their satisfaction and security.

Your responsibilities will include:

• Providing outstanding customer service by promptly addressing inquiries and resolving issues.
• Assessing customer needs to recommend suitable insurance products and services.
• Meeting and exceeding individual sales targets while contributing to the overall success of the team.
• Utilizing comprehensive product knowledge to assist clients in making informed insurance decisions.
• Maintaining accurate records of client interactions and sales activities in the company database.
• Following up on leads and inquiries to efficiently close sales.
• Participating in ongoing training to enhance your understanding of insurance products and sales techniques.
• Collaborating with team members to refine sales strategies and promotional initiatives.
• Maintaining a clean and organized workspace while adhering to company policies.
• Performing other duties as assigned to support team and company objectives.

In a typical day, you will start by reviewing your schedule and prioritizing client interactions. You will engage with clients through phone calls and emails, addressing their inquiries and offering tailored insurance solutions. Throughout the day, you will document your interactions and follow up on pending leads to ensure a smooth sales process. You will also participate in team meetings to discuss strategies and share insights, helping to foster a collaborative environment.

Requirements for this role include:

• Strong verbal and written communication skills.
• A proven track record of meeting sales targets.
• Excellent listening and problem-solving abilities.
• Effective organizational skills.
• A self-motivated attitude focused on delivering high-quality service.
• Familiarity with insurance products and regulations is preferred but not required.

This position offers an excellent opportunity for individuals looking to advance their careers in the insurance industry while enjoying the flexibility of remote work.