Property and Casualty Office Representative

Job summary

The representative will establish client contact to sell home and auto insurance policies while building trust. They are responsible for educating clients on products and working with the agent to meet marketing and sales goals.

Job details

Benefits: Health insurance Paid time off Bonus based on performance Are you outgoing and customer-focused? Are you excited to help customers reach their insurance needs? If you answered yes to these questions, working for an Insurance agent may be the career for you! We’re looking for a motivated, sales-oriented individual who has a passion for the insurance industry. Our goal is to build up strong relationships and increase our professional reputation with our customers. If you are a motivated individual who thrives in a fast-paced environment, then this is your opportunity for a career in our office! Responsibilities Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products, while adhering to the company's underwriting policies. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Job Requirements: Strong communication and interpersonal skills. Successful record of meeting sales goals/quotas. Sales experience (preferred). Familiarity with all types of insurance plans. Experience in delivering client-focused solutions and building relationships. Interest in marketing products and services based on customer needs. Ability to give presentations. Ability to attract new clients and retain current ones. Basic math skills. Qualifications: College diploma in a related field. 2 years of relevant experience. Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset. Property and Casualty license (preferred/ must be able to obtain). Prior sales experience.

What you’ll do

The representative will establish client contact to sell home and auto insurance policies while building trust. They are responsible for educating clients on products and working with the agent to meet marketing and sales goals.

Requirements

Candidates must have a college diploma and at least two years of relevant experience in insurance or sales. Strong communication skills and the ability to obtain a Property and Casualty license are required.

Benefits

• Health insurance
• Paid time off
• Performance bonus

Listed skills

• Customer service · Preferred
• interpersonal skills · Preferred
• Sales · Preferred
• Communication · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Customer service
• Communication
• Interpersonal skills
• Insurance product knowledge
• Marketing
• Presentation skills
• Relationship building
• Client retention
• Basic math
• Underwriting
• Claims processing
• Insurance Industry
• Property And Casualty Insurance License
• Time Off Management
• Customer Service
• General Mathematics
• Health Insurance
• Interpersonal Communications
• Presentations

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting
• Administrative
• Property and Casualty Customer Service Representative
• Insurance Sales Agent (General)
• Insurance Representatives
• Insurance Sales Agents