Licensed Insurance Agent (Remote)

Responsibilities

• Provide top-tier technical support via phone, email, and chat, ensuring prompt and effective resolution of customer inquiries.
• Conduct high-level customer service to identify customers' needs and recommend the most suitable products.
• Maintain accurate and detailed customer records, documenting interactions and ensuring data integrity.
• Aid with process improvement initiatives and implement ideas in a fast-paced, dynamic environment.
• Document and manage various ongoing projects and ensure timely completion.
• Identify and propose automated solutions to streamline processes, enhancing efficiency and productivity.
• Monitor and analyze customer feedback and metrics to identify trends, escalate issues, and propose improvement solutions.
• Participate in creating and maintaining knowledge base articles, FAQs, and other customer-facing resources.

Requirements

• Familiarity with insurance products, terminology, and industry best practices.
• Exceptional verbal and written communication skills, coupled with strong technical and analytical abilities.
• Self-motivated and proactive, with a proven ability to drive progress and foster key relationships.
• Highly organized and detail-oriented, with a passion for delivering outstanding customer support.
• Positive and perseverant attitude, coupled with a flexible and results-driven approach.
• Strong teamwork skills, with the ability to collaborate effectively across various functions and levels.
• Proficiency in customer relationship management (CRM) systems, Zendesk, and other ticketing tools.
• Excellent active listening and empathy skills, with the ability to understand and address customers' needs effectively.
• Ability to maintain composure and professionalism in challenging situations, demonstrating resilience and adaptability.
• Commitment to continuous learning and self-education, going beyond provided training to explore and master relevant products.
• Must be able to obtain a Property and Casualty Insurance license, and pass a background check with fingerprinting.

Qualifications

• Minimum of 2 years of agent or producer experience in the insurance industry, with a proven track record of success.
• Experience with upselling and cross-selling techniques to drive revenue growth.

Skills

• Customer Relationship Management (CRM) Systems
• Zendesk

Benefits

• Forbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Pay

• Competitive salary based on experience and qualifications.

Schedule

• Required working hours are 9-6p PST.