Customer Service Sales Rep

Job Description

Job Description

We are seeking a motivated and detail-oriented Customer Service Sales Representative to join our dynamic insurance team. This role combines exceptional customer service with sales-driven performance, helping clients find the right coverage while ensuring an excellent customer experience. Youll play a key role in building relationships, driving growth, and supporting daily agency operations.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Retirement Plan

Responsibilities

Customer Service

Handle inbound and outbound customer inquiries via phone, email, or in person.

Assist clients with policy questions, billing inquiries, claims processing, and general support.

Ensure timely follow-up with customers to resolve any issues.

Build and maintain positive client relationships by providing a seamless and personalized experience.

Sales

Identify customer needs and offer tailored insurance solutions (Auto, Home, Life, Business, etc.).

Proactively cross-sell and upsell insurance products to existing and potential clients.

Meet or exceed individual and team sales goals.

Follow up on leads and referrals to drive new business opportunities.

Administrative Support

Process policy changes, renewals, and cancellations accurately.

Maintain up-to-date client records and documentation in the system.

Support the sales team with administrative tasks as needed.

Compliance

Adhere to all state and federal insurance regulations.

Maintain confidentiality and comply with company policies and procedures.

Requirements

Must be able to pass a background

Must have a valid drivers license

Must be willing to get your insurance license