Insurance Assistant

$41,642 - $52,000/Yr

Linh Do Insurance Agency - Sacramento, CA

Full-time - Entry Level

Sacramento, CA

Insurance Carriers and Related Activities

About the position

As an Insurance Assistant at Linh Do Insurance Agency, you will play a vital role in assisting clients with their insurance needs. This position focuses on marketing insurance products, providing exceptional customer service, and building strong client relationships. You will analyze client needs to recommend appropriate coverage and ensure compliance with industry regulations.

Responsibilities

• Engage with clients to assess their insurance needs and provide tailored solutions.
• Market various insurance products to potential clients through networking, referrals, and outreach efforts.
• Negotiate terms of insurance policies to ensure client satisfaction while meeting company standards.
• Maintain up-to-date knowledge of industry trends, regulations, and product offerings to provide accurate information.
• Ensure compliance with HIPAA regulations when handling sensitive client information.
• Provide ongoing support to clients by answering questions and addressing concerns regarding their policies.
• Document all interactions with clients accurately in the company's database for future reference.

Requirements

• Strong customer service skills with a focus on building rapport and trust with clients.
• Ability to negotiate effectively and advocate for client needs while aligning with company objectives.
• Proficiency in marketing strategies to promote insurance products effectively.
• Knowledge of HIPAA regulations is essential for maintaining confidentiality in client interactions.
• Bilingual or multilingual abilities, particularly in Vietnamese/Chinese are highly desirable for serving diverse clientele.
• Strong analytical skills to assess client needs and recommend suitable insurance options.
• Previous experience in insurance sales or a related field is preferred but not mandatory.

Nice-to-haves

• Bilingual or multilingual abilities, particularly in Vietnamese/Chinese are highly desirable for serving diverse clientele.
• Previous experience in insurance sales or a related field is preferred but not mandatory.

Benefits

• Competitive hourly pay ranging from $20.02 to $25.00 per hour.
• Opportunity for career growth in the insurance industry.