Insurance Representative

As an Insurance Representative, you serve as the first touch point and go-to for both new and existing customers that are searching for insurance coverage. Your main duties will include, but not limited to the following: 
 

1. Demonstrate the understanding of what your client’s unique insurance needs are by establishing excellent rapport with clients. 
2. Possess the ability to update and educate your customers on the various insurance options that will best fit their unique needs. 
3. Maintain the necessary skillset to cross-sell and upsell insurance services that best maximize your customer’s lifestyle. 
4. Handle any/all necessary insurance policy related tasks, including, but not limited to collecting payments, identifying claim errors, update all necessary policy changes.  
5. Direct contribution to the success of the Agency by providing superb customer service to both new and existing clients. 
6. Ability to identify client’s needs and elevate concerns to the appropriate department, when warranted. 
7. Always conduct yourself professionally with both internal and external stakeholders and clients.