Helpingpeople with their insurance needs. Doing policy reviews for existing and new customers. The ideal person will identify gaps in coverage and make recommendationsto improve coverage.
The agent will be assigned up coming policy renewals to review. In addition they will handle customer initiated requests.
Salary Range: $50000.00 - $75000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Career Growth Opportunities
Health Insurance
Dental Insurance
Vision Insurance
Tuition Reimbursement
Evenings Off
Retirement Plan
Responsibilities
Responsibilities
Renewal Policy reviews
Writing New policies
Endorsing existing policies
Cross Sales
Referring Life insurance prospects to Life specialist
Making recommendations and giving advice
Following up and documentation
Minimum of 150 calls and Emails a day
Requirements
California Property and Casualty license
5+ years insurance experience
Possess an upbeat, positive and enthusiastic attitude.
Confident, self-starter who works well independently.
Excellent Spelling and Grammar skills.
Problem-Solving Capabilities.
Bilingual, fluent in both English and Spanish is beneficial.
Prior captive agency experience beneficial
Microsoft Word and Excel knowledge
Numbers & Facts
Location
Claremont, CA
Salary
$50,000–$75,000 Per Year
Skills
Cross-Sellingunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Documentationunmatched
English Languageunmatched
Health Insuranceunmatched
Insuranceunmatched
Life Insuranceunmatched
Microsoft Excelunmatched
Microsoft Wordunmatched
Multilingualunmatched
Policy Developmentunmatched
Problem Solving Skillsunmatched
Retirement Planunmatched
Spanish Languageunmatched
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