Insurance Agent Office Representative

Description:

This position involves representing the agency by marketing and selling all lines of insurance and financial services and products to existing and prospective policyholders, while building and maintaining relationships through exceptional customer service.

Skills Needed:

• A pleasant, professional, and outgoing personality.
• The ability to market and sell insurance and financial services.
• The ability to professionally communicate with customers, co-workers and operations partners.
• A preference to work with people and meet new people daily.
• The ability to organize and prioritize work through effective time management.

Responsibilities:

• Marketing and selling insurance and financial services/products.
• Contacting policyholders and new prospects to set sales and On Your Side appointments.
• Preparing sales materials for sales appointments and On Your Side reviews.
• Processing policy changes, updating household information, and handling policyholder claims.

Qualifications:

• General knowledge of office procedures and customer service experience is preferred.Some insurance knowledge is helpful but not required for an individual who is ambitious and willing to learn.