Insurance and Financial Services Position

As Insurance and Financial Services Position, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career while bettering your community. We are eager to have you on our team as an attentive, sociable, and sales-minded professional.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.
• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each day.

Requirements

Requirements

• Excellent communication skills - written, verbal, and listening
• Self-motivated
• Ability to conduct interviews in the office and in customer's home or business
• Ability to assess customer needs and conduct effective interviews
• Ability to execute a detailed business plan
• Experience in sales preferred
• Life and Health license (must be able to obtain)
• Property and Casualty (must be able to obtain)
• Bi-lingual-spanish a plus but not required