Our agency is seeking a Customer Sales and Service Representative to join our team and will be responsible for providing exceptional service to our customers while promoting and selling insurance products. The ideal candidate will have excellent communication skills, a customer-focused mindset, and a passion for helping people.

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

*Meet new business production goals and objectives as established.

*Develop insurance quotes, make sales presentations, and close sales.

*Process customer policy change requests.

*Handle all incoming claim calls from customers and follow-up.

* cross-sell and upsell

*Take premium payments from customers.

*Thoroughly understand and follow all underwriting, rating and compliance requirements.

*Generating insurance quotes.

*Develop and maintain client relationships.

*Cold call, direct email and perform other lead generation activities.

*Attend training and continuing education courses/in person and virtual.

*Handle customer renewals.

• Must be able to obtain the property and casualty/life & disability license. Training and licensing assistance will be provided.
• Multilingual capabilities are a plus, particularly in English and Spanish to cater to diverse clientele.
• at least one year of prior customer service experience
• A strong commitment to providing top-notch client services and enhancing the customer experience.
• Must be comfortable cold calling