ABOUT OUR AGENCY:Our agency opened in November of 1985 and is we are a close-knit team, with over 70 years of combined experience, that works together to build lasting relationships and provide reliable personal service to our customers. For our team, we offer a two year qualified Life insurance policy, PTO, bonuses, advancement opportunities, and a strong focus on work-life balance. We stay active in the community as members of the Delray Beach Chamber of Commerce for over 40 years and we believe strongly in supporting the local businesses and people who make our community great.Our office is built upon a foundation of trust and teamwork. We’re a small, supportive group that works closely together, and we’re looking for someone who is a motivated self-starter that supports these values.ROLE DESCRIPTION:As an Insurance Sales Representative with our Agency, you are vital to our daily business operations and customer service objectives. By providing our customers with the insurance products that help protect them from the risks to which they are exposed, you will play an important part in protecting their financial security.Your personal and professional growth engages you in a career that offers you role that is both rewarding and fulfilling. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.RESPONSIBILITIES:
- Develop and maintain customer relationships to drive retention and growth.
- Conduct policy reviews and provide recommendations to customers.
- Oversee the resolution of complex customer issues.
- Use your professional knowledge of our insurance products to recommend, explain and provide appropriated policies to both current and potential customers.
- Answer customer inquiries and provide policy information.
- Assist clients with policy changes and updates.
- Be able to answer phones, faxing, scanning and filing
- Identify customer needs
- Maintain accurate records of customer interactions.
- Must be able to obtain property and casualty license.
QUALIFICATIONS:
- Experience in insurance sales or account management preferred.
- Leadership and interpersonal skills.
- Proven track record of meeting sales targets.
- Willingness to engage in sales conversations.
- Familiarity with Social Media.
- Prior knowledge of Excel is desired.
- Comfort with using Artificial Intelligence in both the Sales and Service environments.
- Pleasant and socially engaging personality.
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Delray Beach, FL and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning