12/23/2020
Responsibilities
-Main: Answering phone calls, helping clients walking in, quoting for insurance, taking payments, selling insurance, cross-selling, policy changes/customer service.
-Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals, etc
-Evaluate business or individual customers’ needs and financial status and propose insurance plans that meet their criteria
-Work with clients to deliver risk management strategies that fit their risk profiles
-Maintain files, database, and records
-Monitor insurance claims to ensure mutual satisfaction
-Constantly update job knowledge and learn about new products and services
-Fulfill all policy requirements
Skills
-Bilingual (English & Spanish) required
-Property & casualty insurance license required
-Proven working experience as an insurance agent or relevant experience
-Familiarity with all types of insurance plans (automobile, fire, property, etc)
-Basic computer knowledge and statistical analysis
-Proven ability to work with goals
-Demonstrated ability to communicate, present, influence and sell effectively
-Experience in delivering client-focused solutions and in creating long-lasting relationships
-High school or GED'
40 hours/week, 5 days a week between Monday-Saturday
2 Locations: East Palmdale and West Lancaster office locations available.
