Excellent oral, written and interpersonal communication skills.Must possess strong analytical, and interpretive skills, with the ability to troubleshoot, problem solve, and analyze customer needs.Detail oriented with the ability to multi-task, work in a team environment and be flexible to daily changing needs and job duties.Must hold a General Lines Property and Casualty License &/or General Lines Life and Health License or obtain within 30 days of hire, and have a High School Diploma or Equivalent Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed below are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to multi-task, and perform each essential duty satisfactorily. Which may include quoting, and selling policies, processing payments, taking claims information, following through with client requests and properly documenting all information. – Perform all responsibilities and achieve individual goals on quality, time, and client satisfaction. – Research and learn policy coverage, underwriting guidelines and eligibility provisions for each company. – Making sales calls, answering customer calls, and offering solutions to customer questions, by taking time to educate customers on products and services. – Selling new business and upselling existing business. Summary: Quote, sell, and service insurance products, as per customer requests.Įssential Duties and Responsibilities include the following. Must hold a General Lines Property and Casualty License. Excellent written and verbal communication skills.Previous experience in insurance, customer service, or other related fields.Comply with insurance standards and regulations.Make sales calls, answer customer calls, and offer solutions to customer questions, by educating customers on products and services.Develop and calculate suitable plans based on clients’ needs.
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