CSR- In office Sales Representative

About the role

The primary responsibility is to sell insurance policies in an office setting. This includes prospecting new clients, providing detailed information about insurance products, and closing sales.

Responsibilities

• Sell insurance policies to clients in an office environment
• Prospect new clients and build relationships through effective communication
• Provide detailed information about insurance products and answer client questions
• Closely work with underwriters and other departments within the agency to ensure accurate policy issuance

Requirements

• At least 1 year of experience in a sales or customer service role
• Strong interpersonal and communication skills
• Ability to work independently and manage multiple tasks simultaneously
• Proficiency in Microsoft Office Suite

Qualifications

• Bachelor's degree in Business Administration, Marketing, or related field (not required but preferred)
• Valid driver’s license and access to a reliable vehicle (for out-of-office visits)

Skills

• Excellent verbal and written communication skills
• Ability to handle high-pressure situations and meet sales targets
• Knowledge of insurance products and industry trends
• Strong organizational and time management skills

Benefits

• Comprehensive health insurance coverage
• 401(k) retirement plan with company match
• Flexible work schedule
• Professional development opportunities

Pay

Compensation is commensurate with experience and performance.

Schedule

Full-time position with flexible hours to accommodate business needs.