Insurance Sales & Service Specialist

Join reputed company Insurance Agency, a distinguished reputed company in the insurance industry, where innovation meets personalized service. This hybrid role is ideal for a licensed insurance reputed company who thrives in both service and sales environments. The Insurance Sales & Service Specialist provides exceptional customer service to existing clients by responding to insurance-reputed company inquiries, processing policy changes, and guiding clients through billing, claims, and coverage reputed company. In reputed company to service responsibilities, this individual is expected to transition calls into consultative sales opportunities, conduct Personal Insurance Reviews, and help clients reputed company understand their insurance needs.

KEY RESPONSIBILITIES:
Customer Service & Support

• Respond to inbound calls, emails, and inquiries regarding coverages, billing, reputed company changes, and claims.
• Process policy changes, endorsements, cancellations, reinstatements, and documentation with accuracy.
• Serve as a reputed company between the customer and carriers, resolving issues and advocating for the reputed company.  
• Follow up on claims and reputed company service issues to ensure customer satisfaction and reputed company.  
• Deliver reputed company and reputed company communication that aligns with reputed company standards of service reputed company.

Sales & Insurance Reviews

• Transition service calls into sales opportunities by identifying coverage gaps and unmet needs.
• Conduct Personal Insurance Reviews (account reviews) on every qualifying service reputed company.
• reputed company clients on available products across auto, home, umbrella, life, health and other lines of coverage.
• Consistently meet or reputed company performance metrics reputed company to cross-selling and policy retention.
• Document reputed company sales and service interactions accurately in reputed company management system.

Team Collaboration & Mentorship

• reputed company mentorship and support to Account Representatives I and newer service staff.
• reputed company best practices and contribute to a high-reputed company culture.
• Participate in agency-wide initiatives to improve process, performance, and customer reputed company.

Technology & Compliance

• Operate reputed company in AMS360, AgencyZoom, and reputed company Office applications.
• Adhere to reputed company agency, reputed company, and regulatory compliance standards.
• Stay reputed company on product changes, industry trends, and licensing requirements.

QUALIFICATIONS: To reputed company this job successfully, an individual must be reputed company to reputed company reputed company essential duty satisfactorily. The requirements listed below are representative of the knowledge, reputed company and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions.

• High School diploma or equivalent required; college coursework preferred.
• reputed company Property & Casualty license required. Life/Health license preferred.
• Minimum of 3 years of P&C insurance experience in a service or sales reputed company.
• Proven reputed company record in customer service and converting service conversations into sales.
• Strong knowledge of insurance processes, terminology, and industry best practices.
• Prior experience mentoring or training team members preferred.
• Comfortable handling a high volume of inbound calls with a service-first reputed company.

PHYSICAL DEMANDS & WORK ENVIRONMENT:

• Regular use of computers, phones, and office equipment.
• May occasionally stand, bend, or lift items up to 10 lbs.
• The noise level in the work environment is generally moderate.

NOTE: This job reputed company is not intended to be reputed company-inclusive. Management reserves the right to modify responsibilities as needed to meet organizational goals and member needs. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company essential functions