Join Heritage Insurance & Real Estate, a trusted name in providing exceptional insurance and real estate solutions, as an Insurance Customer Sales Representative. Located centrally in Coon Rapids, Iowa, we are deeply rooted in our community and committed to delivering the best in customer service. This role offers the chance to engage face-to-face with clients, building trust and providing personalized insurance advice. As part of our team, you'll be at the forefront of our mission to ensure every client feels valued and informed about their insurance options. Your efforts will be key in helping clients find the coverage they need while contributing to our legacy of reliable service. We are looking for a positive and inviting individual ready to excel in a fast-paced, client-focused environment. If you are passionate about helping others and eager to grow within a reputable company, Heritage Insurance & Real Estate is the perfect place for you. Apply today and become a vital part of our dedicated team!

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Parental Leave

Mon-Fri Schedule

Retirement Plan

Client Interaction: Engage with potential and current clients to understand their insurance needs and provide personalized guidance.

Inquiry Response: Promptly address customer inquiries and concerns regarding insurance products and services.

Policy Explanation: Clearly explain policy details, coverage options, and premiums to clients, ensuring they comprehend their choices.

Relationship Management: Build and maintain strong relationships with clients to foster loyalty and ongoing engagement.

Product Promotion: Highlight and promote new and existing insurance products to potential clients.

Issue Resolution: Collaborate with team members to resolve customer issues promptly and professionally.

Documentation: Maintain accurate records of customer interactions and transactions in accordance with company policies.

Education: High School Diploma or equivalent required.

Experience: Previous experience in customer service or sales, especially in the insurance sector, is preferred.

Licensing: Must have or be willing to obtain an insurance license.

Communication Skills: Excellent verbal and written communication skills to interact effectively with clients.

Tech Skills: Proficiency in Microsoft Office and experience with CRM systems is a plus.

Problem Solving: Strong problem-solving skills with the ability to think critically and manage time efficiently.

Interpersonal Skills: Ability to build strong client relationships and work effectively in a team environment.