Responsibilities
Customer Service
– Establish and develop customer relationships with regular follow-up
– Provide prompt, accurate, and friendly service
– Respond to inquiries regarding coverage, policy changes, claims, and billing
Sales & Growth
– Sell P&C (Commercial, Workers Comp, EPLI, Auto, Home), Health, Life & Annuity insurance
– Meet monthly sales quotas by following agency processes
– Promote new business, cross-sell products, and support new initiatives
– Achieve monthly and annual production goals
Training & Compliance
– Become familiar with products, services, and systems.
– Participate in agency training programs.
– Follow proper processes and procedures to ensure professional, high-quality service.
Qualifications
– All applicable state licenses for property and casualty and/or health and life insurances are required
– Confident, motivated individual who works well independently.
– Have excellent verbal and written communication skills.
– Experienced with brokerage agency or insurance related fields
– Legally eligible to work in U.S
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