Licensed Sales/CSR Specialist

Licensed Inside Sales & Customer Service Specialist

About Us

At JGM Financial Agency, we are more than just insurance, we are a team driven by excellence, integrity, and a commitment to helping clients find the right coverage. Since 2013, we have built our reputation by delivering personalized solutions and outstanding client support. As we continue to grow, with locations in New Jersey and Maryland, were looking for a Licensed Inside Sales & Customer Service Specialist to strengthen client relationships, drive cross-sales, and contribute to our agency's growth.

What You'll Do

As a Licensed Inside Sales & Customer Service Specialist, your role will blend inside sales with exceptional client support, helping existing customers with their policies while identifying opportunities to expand their coverage. Your ability to build relationships, educate clients, and maximize every interaction will be key to your success.

Join Us!

If you're a licensed insurance professional who thrives in inside sales, enjoys cross-selling, and wants to grow within a dynamic agency, we would love to hear from you! Apply today and become a key part of JGM Financial Agency's success.

Why You'll Love It Here

• Competitive Compensation: Base salary plus commission on cross-sales, opportunity for $70K PLUS A YEAR !!!
• Work-Life Balance: Generous PTO to recharge and reset.
• Retirement Benefits: SIMPLE IRA with company-matched contributions.
• Career Growth: Regular training, continuing education, and advancement opportunities.
• Supportive Team Environment: Be part of a company that values expertise, teamwork, and client impact.

Salary Range: $48000.00 - $58000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

401(k)

Flexible Schedule

Paid Time Off (PTO)

Paid Training

Bonus Opportunities

Career Growth Opportunities

Mon-Fri Schedule

Hands on Training

Commission Pay

Work from Home

Responsibilities

Key Responsibilities:

• Handle Inbound & Outbound Calls: Assist policyholders with their insurance needs while proactively identifying cross-sales opportunities.
• Drive Inside Sales & Cross-Sales: Recommend additional policies and coverage options, ensuring clients have the best protection possible. Earn commission on successful cross-sales.
• Process Policy Updates & Renewals: Handle policy changes, endorsements, and cancellations while reinforcing the value of staying insured with us.
• Educate & Advise Clients: Help customers understand their policy options, providing expert guidance to strengthen trust and loyalty.
• Increase Retention & Lifetime Value: Proactively review policies before renewal, offering competitive options to maximize retention and cross-sales.
• Support Business Growth: Work closely with the sales team to convert service interactions into revenue-generating opportunities.
• Maintain Compliance & Accuracy: Keep detailed records in agency management systems, ensuring efficiency and regulatory compliance.

What You'll Bring

• Experience: At least 1 years of inside sales or insurance experience, with a track record of successful cross-sales and client retention.
• Licensing: Active Property & Casualty Insurance License required.
• Sales & Negotiation Skills: Ability to be proactive at recognizing cross sale opportunities and giving education with enthusiasm.
• Proactive & Goal-Driven: Self-motivated to hit sales targets, increase client retention, and drive agency growth.
• Strong Communication & Relationship-Building Skills: Ability to engage with clients, build rapport, and maximize every conversation.
• Detail-Oriented & Organized: High level of accuracy when processing policy changes and handling compliance requirements.
• Technical Proficiency: Comfortable using agency management systems (e.g., eAgent, Performology)