Farmers Insurance - District 72 · 1 day ago
Customer Service & Sales Representative
Farmers Insurance - District 72 is seeking a highly motivated and customer-focused individual to join their team as a Customer Service and Sales Representative. This role is responsible for providing exceptional service to existing clients while also driving new business through proactive sales efforts.
Insurance
Responsibilities
Customer Service: Provide outstanding service to existing clients, addressing inquiries, managing policy changes, and resolving any issues promptly and professionally
Sales Generation: Identify sales opportunities by proactively reaching out to potential clients, conducting needs assessments, and offering appropriate insurance products (personal, commercial, health, etc.)
Policy Reviews: Perform policy reviews for current clients to ensure coverage meets their evolving needs, offering updates or changes as necessary
Lead Generation: Use various marketing tools and lead-generation strategies to expand the client base. Follow up with warm and cold leads, scheduling appointments and consultations
Cross-Selling and Upselling: Promote additional coverage options and bundled insurance packages to clients, increasing their policy value and the agency’s revenue
Claims Assistance: Support clients through the claims process, answering questions, providing guidance, and liaising with adjusters when necessary
Documentation: Accurately process new business, renewals, policy changes, and cancellations in agency management systems
Customer Retention: Build long-term relationships with clients by providing excellent service, anticipating needs, and conducting follow-ups to ensure satisfaction
Sales Goals: Meet or exceed individual and team sales targets, contributing to the growth and success of the agency
Qualification
Required
Complete and pass a background check
Create relationships from a cold start
Proficiency to multi-task, follow-thru and follow-up
Excellent Communication/interpersonal skills
Professional phone etiquette
Great Customer Service Skills
Works well with other employees and is a team player with a positive attitude
Willingness to become licensed if not prior to hire date
Preferred
Prior Sales Experience
Benefits
Hourly Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Evenings Off
Career Growth Opportunities
Mon-Fri Schedule
Company
Farmers Insurance - District 72
As a District Office at Farmers Insurance, we help new and seasoned entrepreneurs build businesses that provide for their families today and into the future.
Funding
Current Stage
Growth StageCompany data provided by crunchbase