Job Description

Hybrid Sales/Service Agent

Job Summary

A dynamic Hybrid Sales/Service Agent is sought to join a team. This role blends sales and client service, designed for individuals eager to make a positive impact while driving business success. The position involves managing client accounts, promoting and selling insurance products, and delivering exceptional service to build long-term client relationships. A passion for helping others, strong relationship-building skills, and a results-oriented mindset are essential.

Responsibilities

• Sales Functions: Engage with prospective and existing clients to assess insurance needs, recommend tailored solutions, and close sales on various insurance products.


• Account Management: Act as the primary contact for assigned client accounts, ensuring clear communication and client satisfaction.


• Client Support: Provide assistance with policy inquiries, claims process management, and resolve service-related issues promptly and professionally.


• Policy Renewals: Track and manage client policy renewals, ensuring awareness of updates or additional options.


• Cross-Selling: Identify and recommend additional relevant insurance products for clients.


• Compliance: Maintain compliance with company policies, industry regulations, and stay informed on insurance products and updates.


• Team Collaboration: Collaborate with teammates, underwriters, and management to deliver optimized client outcomes and meet objectives.


• Continuous Improvement: Keep abreast of industry trends and participate in training to enhance knowledge and skills.

Qualifications/Requirements

Education & Experience:

• High school diploma or equivalent required; Bachelor's degree in Business Administration, Marketing, or related field is advantageous.


• Demonstrated experience as an Account Manager, Insurance Producer, or related role in sales or customer service.

Licensing:

• An active insurance producer’s license is required or willingness to obtain.

Skills & Competencies:

• Exceptional communication and interpersonal abilities for building client relationships.


• Strong problem-solving and decision-making skills, with a customer-focused mindset.


• Proven ability to meet or exceed sales targets.


• Proficiency in CRM and insurance management software.


• Highly organized with meticulous attention to detail.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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