Licensed P&C Insurance Customer Service Rep

Welcome to Culbertson Agency Inc

Culbertson Agency Inc. is a thriving insurance firm based in the heart of Fort Myers, Florida. We are actively seeking a Licensed Property and Casualty Insurance Sales Agent with Allstate experience to join our dedicated team.

About the role

Our agency is committed to building strong relationships with clients and providing them with peace of mind through comprehensive insurance solutions. As a team member, you'll be at the forefront of servicing our valued clientele, helping them navigate the complexities of insurance, and ensuring they receive personalized and efficient service. This role offers the opportunity to work directly with clients in the vibrant Fort Myers community, fostering positive interactions that lead to long-lasting relationships.

Responsibilities

• Service clients in the Fort Myers community, fostering positive interactions that lead to long-lasting relationships.
• Identify customer needs and sell appropriate insurance solutions.
• Resolve client concerns in a timely and effective manner.
• Provide exceptional service by addressing any inquiries from policyholders and resolving concerns promptly.
• Aid clients in understanding their coverage, making policy changes, and processing renewals efficiently.
• Encourage clients to round out their policies with additional products.
• Accurately document all client interactions and transactions in our system.
• Stay updated on industry trends and changes to provide clients with informed advice and maintain best practices.

Requirements

• Licensing: Valid Florida 4-40 or 2-20 License is required.
• Experience: Previous experience with an Allstate agency required to be remote.
• Communication Skills: Strong verbal and written communication skills are essential.
• Customer Service: Demonstrated commitment to providing excellent customer service and building client relationships.
• Sales Skills: Ability to effectively identify customer needs and sell appropriate insurance solutions.
• Problem-Solving: Capable of resolving client concerns in a timely and effective manner.
• Computer Proficiency: Comfortable using different software applications and CRM systems.
• Local Knowledge: Familiarity with the Fort Myers, Florida area and its insurance market is a plus.
• Client Engagement: Proactively reach out to new and existing clients to understand their insurance needs and provide personalized advice.
• Sales Initiatives: Present, promote, and sell insurance policies to potential customers, meeting both their needs and agency targets.
• Professional Development: Keep abreast of industry trends and changes to provide clients with informed advice and maintain best practices.

Benefits

• Paid Time Off (PTO)

Pay

Hourly Base + Commission & Bonus potential
Salary Range: $16.00 - $22.00 per hour

Schedule

Full-Time

Location

13099 S Cleveland Ave #310, Fort Myers, FL, USA, Fort Myers,FL,33907,US