Description

About This Job

We are looking for an energetic and client-oriented professional to fill the role of Insurance Sales and Customer Service Agent. This position requires interacting with customers to assess their insurance requirements, offering customized options, and maintaining a high standard of client support. The perfect applicant will have outstanding communication abilities, a background in sales, and a talent for fostering long-term connections. This is a great chance to advance your career in the insurance field while assisting customers in obtaining necessary protection.

Responsibilities

• Interact with potential and current customers via external sales activities, such as telemarketing and local community engagement.
• Perform detailed assessments of client requirements to suggest fitting insurance plans and coverage selections.
• Discuss and settle policy conditions and premium rates to satisfy client expectations while following company protocols.
• Handle administrative duties related to sales, including submitting applications, modifying client information, and ensuring documentation is precise and current.
• Deliver superior customer support by responding to questions, solving problems, and helping clients understand their policy specifics.

Requirements

• Must be fluent in both spoken and written Spanish.
• Superb communication and relationship-building skills.
• Capable of evaluating client situations and effectively proposing appropriate insurance solutions.
• Familiarity with marketing techniques related to insurance sales is advantageous.
• Outstanding customer service skills paired with a professional attitude.
• Able to work both autonomously and collaboratively within a dynamic, fast-paced setting.

Location