Insurance Agent

Must be Bilingual (Spanish/ English) FOR CONSIDERATION!

Searching for dedicated individuals with an interest to pursue a career in insurance.
Must have P&C License or Sub License

Training provided
Pay Rate is Depending on Experience.

Qualifications and Education Requirements
Role and Responsibilities

To work alongside their team in maintaining and growing the Insurance book of business for the office by generating new business by providing excellent customer service to our clients and being able to explain our various insurance policies.

· Marketing and Sales relating to Insurance

· Reach established sales goals to the best of their ability

· Monitor and update assigned policies daily

· Handle policy renewals

· Maintain electronic and paper records in policyholder files

· Assist policyholders in settling claims with Insurance Companies

· Assist with maintaining and organizing the insurance filing system

· Assist Policyholders with Endorsements

· Assist Policyholders with monthly payments

· Calculate and provide quotes for current and potential customers

· Explain features of the insurance policies

· Birthday calls to Policyholders

· Goals and objectives MUST be met

Qualifications and Education Requirements

· Ability to speak English and Spanish fluently

· Property & Casualty Insurance License

· Proven experience as an Insurance Customer Service Representative

· Proven ability to work with goals

· Proven ability to present, influence and sell effectively

· Knowledge of office management systems and procedures (AMS, in particular)

· Working knowledge of office equipment, like printers and fax machines

· Proficiency in Google Drive (Google Docs and Google Sheets, in particular)

· Excellent time management skills and the ability to prioritize work

· Excellent written and verbal communication skills

· High School degree or equivalent

· 1-2 Years of experience

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