Insurance Sales Agent/Sales Representative

About the position

The Insurance Sales Agent/Sales Representative at Freeway Insurance Services America, LLC is responsible for assessing customer needs and advising clients on coverage options. This role involves providing quotations, completing the sales process, and maintaining strong customer relationships while performing outside marketing activities to generate sales. The agent will also handle customer inquiries and complaints, ensuring excellent customer service throughout the process.

Responsibilities

• Assess customer needs and advise clients on coverage options.
• Provide quotations, pricing, and required information to prospects with excellent customer service.
• Complete the sales process for each customer with excellent customer service.
• Develop and maintain relationships with business partners around the community (e.g., car dealers, loan processors).
• Perform outside marketing activities to generate company sales.
• Prepare quotations on customer change requests to policies.
• Receive and respond to all customer inquiries and complaints.
• Request any missing or required information from customers and follow up for that information.
• Maintain strong knowledge of all company products, pricing, and policy features.
• Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs.
• Direct customer service representatives (CSRs) in tasks relating to coverage of retail office.
• Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers.
• Answer the telephone in a prompt, professional and courteous manner.
• Report any and all conditions affecting customer satisfaction.
• Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office.

Requirements

• Bilingual in English and Spanish.
• High school diploma or GED.
• Valid driver's license.
• 1-2 years related experience and/or training.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions.
• Ability to solve practical problems and deal with situations where limited standardization exists.
• Ability to compute basic percentages.
• Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier.
• Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date.

Nice-to-haves

• Knowledge of Microsoft Word, Microsoft Excel and AS-400/Mocha is preferred.
• Bonus offered for P&C licensed individuals as well as bilingual (English/Spanish) individuals.

Benefits

• Competitive hourly pay ranging from $10 to $16 per hour.
• Bonus opportunities for licensed individuals.