Family Heritage Advisors is hiring: Customer Relations Representative in Bay Cit

Benefits

• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

ROLE DESCRIPTION: Joining Family Heritage Advisors as a Customer Relations Representative means becoming an essential part of a growing and customer-focused insurance agency. Your initiative, people skills, and ability to connect with customers will help strengthen our presence in the community. This position is ideal for someone who enjoys uncovering customer needs, presenting thoughtful insurance solutions, and working toward clear sales objectives.

This opportunity allows you to pair strong communication with a results-driven approach while building meaningful relationships with customers. Youll expand your professional skills while supporting the agencys long-term success. Were looking for motivated individuals who are ready to contribute and grow within our agency.

Responsibilities

• Seek out and develop new business through lead generation and referrals.
• Explain insurance options in a clear and supportive way, recommending coverage that fits customer needs.
• Build lasting customer relationships with consistent outreach and personalized service.
• Keep records accurate and up to date while managing policy adjustments.

Qualifications

• Strong interpersonal and communication skills.
• Previous experience in sales or customer service is helpful.
• Driven by goals and energized by achieving measurable success.
• Able to stay organized and handle multiple responsibilities effectively.
• Property/Casualty or Life/Health licensed applicants preferred, must be willing to obtain.

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