Palm Valley Insurance ยท 2 months ago
Insurance Agent
Palm Valley Insurance is an insurance agency located in La Quinta, CA, dedicated to meeting the insurance needs of individuals and businesses in the area. The Insurance Agent will be responsible for selling insurance policies, assessing client needs, handling policy renewals, processing claims, and assisting clients with inquiries.
Auto InsuranceHealth CareInsuranceLife Insurance
Responsibilities
Selling insurance policies to clients
Assessing their insurance needs
Providing them with appropriate coverage options
Handling policy renewals
Processing claims
Assisting clients with any inquiries or concerns they may have
Qualification
Required
Insurance Sales and Insurance Brokerage skills
Knowledge of insurance policies and regulations
Strong understanding of finance
Excellent customer service skills
Effective communication and interpersonal skills
Ability to analyze and assess client's insurance needs
Attention to detail and accuracy
Organizational and time management skills
Preferred
Experience in the insurance industry is a plus
Insurance or finance-related certifications or licenses are beneficial
Company
Palm Valley Insurance
Palm Valley Insurance provides auto, home, health insurance products and services.
Funding
Current Stage
Early StageCompany data provided by crunchbase