Customer Service Representative/Inside Salesperson

Job Summary

Seeking a dedicated and professional Customer Service Representative (CSR)/Inside Salesperson to join a team. This role is ideal for a motivated individual with a passion for providing exceptional customer service and sales support. The ideal candidate will have experience in the independent agency environment, with a preference for bilingual candidates and those holding a Property & Casualty (P&C) license.

Compensation Package

• Base Salary: $50,000 - $60,000 annually, depending on experience and qualifications.
• Benefits: While full-time benefits are not offered, we provide compensation through Medishare. The total cost of benefits will be added to the base salary.
• Work Schedule: Monday to Friday, 9:00 AM to 5:00 PM. Flexibility for remote work on Wednesdays.

Responsibilities

• Provide exceptional customer service to clients, addressing inquiries and resolving issues in a timely and professional manner.
• Assist with inside sales activities, including generating leads, following up with potential clients, and closing sales.
• Support the agency's operations by managing client accounts and maintaining accurate records in the agency management system (Hawksoft AMS or similar).
• Build and maintain strong relationships with clients, ensuring their insurance needs are met effectively.
• Collaborate with team members to achieve sales targets and contribute to the overall success of the agency.

Qualifications/Requirements

• Bilingual proficiency (English and Spanish) is highly preferred but not mandatory.
• Property & Casualty (P&C) license is preferred but not required for the right candidate.
• Prior experience in an independent insurance agency is highly desirable.
• Familiarity with agency management systems (Hawksoft AMS experience is a plus, but not required).
• Strong interpersonal and communication skills, with the ability to build rapport with clients and team members.
• Self-motivated, reliable, and able to work independently in an onsite environment.
• Commitment to a full-time, onsite schedule with flexibility for remote work on Wednesdays.

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