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Shelter Insurance Companies · 2 days ago

Insurance Sales and Customer Service Agent

Batesville, AR

Full-time

Onsite

New Grad, Entry Level

Shelter Insurance Companies is seeking a dynamic and customer-focused Insurance Sales and Customer Service Agent to join their team. This role involves engaging with clients to provide tailored insurance solutions, managing sales processes, and delivering exceptional customer service.

Auto InsuranceInsuranceService Industry

Hiring Manager

Vicki Stephenson

Responsibilities

Engage with potential and existing clients through outside sales efforts, including community outreach and networking

Conduct insurance consultations to identify client needs and recommend appropriate coverage options

Manage the entire sales process from initial contact to policy issuance

Maintain accurate sales records and perform sales administration tasks

Provide ongoing customer service support, addressing inquiries, policy changes, and claims assistance

Collaborate with marketing teams to develop strategies for client acquisition and retention

Ensure compliance with HIPAA regulations and other relevant privacy standards during client interactions

Assist with benefits administration and communicate policy details clearly to clients in multiple languages if applicable

Maintain a professional presence in and out of the office

Qualification

Insurance sales experienceCRM software familiarityNegotiation skillsMultilingual abilitiesCustomer service orientationSales administration toolsHIPAA regulationsCommunication skillsProblem-solving attitudeTeam collaboration

Required

Proven experience in outside sales, retail sales, telemarketing, or insurance sales is preferred, but not necessary

Strong negotiation and communication skills essential for building client relationships

Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively, but not required

Familiarity with sales administration tools and CRM software is a plus

Excellent analysis skills to interpret customer needs

Ability to work independently while collaborating within a team environment

Customer service orientation with a professional demeanor and problem-solving attitude

Knowledge of HIPAA regulations related to confidentiality and privacy standards in insurance services is advantageous

Benefits

Paid time off

Company

Shelter Insurance Companies

Glassdoor3.8

Shelter Insurance® is a property casualty insurance company offering auto and home insurance in addition to several other insurance products, including: Life Insurance Renters Insurance Motorcycle Insurance RV Insurance ATV Insurance Boat Insurance Umbrella Insurance Personal Articles/Inland Marine Insurance Farm Insurance Business Insurance Shelter Insurance® products are sold by agents in 14 states— Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Nebraska, Ohio, Oklahoma and Tennessee.

Founded in 1946