CSR- In office Sales Representative

About the role

Responsible for managing customer relationships in an office setting to sell insurance products. Key responsibilities include prospecting new clients, handling existing client inquiries, providing policy recommendations, and closing sales.

Responsibilities

• Possess strong communication skills to build rapport with clients and colleagues.
• Prospect potential clients through various channels such as phone calls, emails, and social media.
• Provide detailed policy information and assist clients in making informed decisions about their insurance needs.
• Handle client inquiries and complaints professionally and efficiently.
• Closely monitor sales targets and report progress to management.
• Participate in regular training sessions to stay updated on product offerings and industry trends.

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.
• Valid driver’s license and access to a reliable vehicle for business purposes.

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 high-pressure situations calmly and effectively.
• Effective time management and organizational skills.

Benefits

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

Pay

Competitive salary based on experience and performance.

Schedule

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