CSR- In office Sales Representative

About the role

Responsible for managing customer relationships in an office setting to sell insurance products. This includes prospecting new clients, providing quotes, and closing sales.

Responsibilities

• Prospecting and qualifying potential customers
• Providing detailed insurance quotes and policy information
• Closing sales through effective communication and negotiation
• Managing customer files and maintaining accurate records
• Participating in team meetings and training sessions

Requirements

• At least 1 year of sales experience
• Strong interpersonal and communication skills
• Proficiency in Microsoft Office Suite
• Ability to work independently and manage time effectively
• Valid driver’s license and access to a vehicle (for field visits)

Qualifications

• Bachelor's degree in Business Administration, Marketing, or related field preferred
• Knowledge of insurance products and industry regulations
• Experience with CRM systems is a plus

Skills

• Excellent verbal and written communication skills
• Strong problem-solving and decision-making abilities
• Ability to handle multiple tasks and prioritize workload
• Customer service orientation

Benefits

• Health insurance coverage
• Paid vacation and sick leave
• Professional development opportunities

Pay

$45,000 - $55,000 annually

Schedule

Monday through Friday, 8:00 AM - 5:00 PM