Insurance Sales & Service Representative
About the Job:
Job Overview:
We are looking for a motivated, customer-focused Insurance Sales & Service Representative to join our team. This role combines relationship-based insurance sales with exceptional customer service and account support.
The ideal candidate will serve as a primary point of contact for both prospective and existing customers—helping identify insurance needs, recommending appropriate coverage, assisting with policy changes and questions, and building long-term customer relationships.
Success in this position requires strong communication skills, attention to detail, a customer-first mindset, and the ability to confidently identify and pursue sales opportunities while providing a high level of service.
Key Responsibilities:
- Respond promptly and professionally to customer inquiries by phone, email, and in person.
- Build relationships with prospective and existing customers to understand their insurance needs.
- Educate customers on insurance products, coverage options, discounts, and available services.
- Provide quotes and make coverage recommendations based on individual customer needs.
- Identify opportunities to cross-sell and upsell insurance products to appropriately protect customers and their families.
- Follow up with prospective customers and leads to generate new business.
- Assist existing customers with policy changes, renewals, cancellations, billing questions, and other account needs.
- Support customers throughout the claims process by providing information and assisting with claim-related questions.
- Proactively review customer accounts to identify coverage gaps and additional insurance opportunities.
- Resolve customer concerns professionally and efficiently while maintaining a positive customer experience.
- Maintain accurate and detailed records of customer interactions, sales activities, follow-ups, and transactions in the CRM system.
- Collaborate with team members, underwriting, claims, and other departments to provide seamless customer service.
- Meet individual and team sales, service, retention, and activity goals.
- Stay current on insurance products, company policies, industry regulations, and product updates.
Qualifications:
- High school diploma or equivalent.
- Previous experience in sales, customer service, insurance, or financial services preferred.
- Insurance industry experience is a plus.
- Strong sales and relationship-building skills.
- Excellent verbal and written communication skills.
- Ability to explain insurance products and coverage options in a clear and understandable manner.
- Comfortable initiating conversations, following up with leads, and asking for the sale.
- Ability to handle customer concerns and difficult situations with professionalism and patience.
- Detail-oriented with strong organizational and follow-up skills.
- Ability to multitask and manage priorities effectively in a fast-paced environment.
- Proficiency with Microsoft Office and customer relationship management (CRM) systems.
- Ability to obtain and maintain any required insurance licenses.
Benefits:
- Competitive compensation.
- Sales and performance-based earning opportunities, if applicable.
- Retirement savings plan.
- Paid time off and paid holidays.
- Training and professional development opportunities.
- Opportunities for career growth and advancement.
Join Our Team:
If you enjoy helping people, building relationships, solving problems, and identifying ways to better protect customers through insurance, we encourage you to apply for our Insurance Sales & Service Representative position.