Home & Auto Client Support Specialist jobs in United States
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Financial Services of America ยท 3 days ago

Home & Auto Client Support Specialist

Financial Services of America is seeking to grow its team with dedicated professionals who can connect with customers on a personal level. The role involves developing insurance quotes, managing business opportunities, and providing excellent customer service.

BankingConsultingFinancial ServicesInsurance
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Growth Opportunities

Responsibilities

Develop insurance quotes (auto, home, life, and health) for current and potential customers
Manage office sales pipeline of potential business opportunities
Service existing book of business
Address customer inquiries and troubleshoot issues and concerns
Document and update customer records
Provide information regarding insurance products and services offered
Provide prompt, accurate, and friendly customer service
Establish and maintain customer relationships

Qualification

Critical thinkingVerbal communicationWritten communicationInterpersonal skillsProblem solvingSales experienceProperty LicenseCasualty LicenseLife LicenseHealth License

Required

Critical thinker with the ability to multitask and solve problems
Excellent verbal and written communication skills
Strong interpersonal skills
Motivated problem solver
Willingness to obtain Property, Casualty, Life, and Health Licenses (paid for by employer)

Preferred

Sales experience preferred but not required

Benefits

Health Benefits
401k
Paid time off and paid holidays
Paid licensing and license renewal reimbursement

Company

Financial Services of America

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Financial Services of America is a financial services firm that provides insurance, risk management, and investment services.

Funding

Current Stage
Growth Stage

Leadership Team

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Richard David James
Founder and CEO
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Company data provided by crunchbase