Shelter Insurance Companies
Insurance Sales and Customer Service Agent
Shelter Insurance Companies, Batesville, Arkansas, us, 72503
We are seeking a dynamic and customer-focused Insurance Sales and Customer Service Agent to join our team. This role involves engaging with clients to provide tailored insurance solutions, managing sales processes, and delivering exceptional customer service. The ideal candidate will possess strong communication skills, sales experience, and the ability to work effectively in a fast-paced environment. Multilingual abilities and experience in retail sales or telemarketing are highly valued. This position offers an opportunity to develop your sales expertise while helping clients protect their financial future.
Responsibilities
Engage with potential and existing clients through outside sales efforts, including community outreach and networking.
Conduct insurance consultations to identify client needs and recommend appropriate coverage options.
Manage the entire sales process from initial contact to policy issuance.
Maintain accurate sales records and perform sales administration tasks.
Provide ongoing customer service support, addressing inquiries, policy changes, and claims assistance.
Collaborate with marketing teams to develop strategies for client acquisition and retention.
Ensure compliance with HIPAA regulations and other relevant privacy standards during client interactions.
Assist with benefits administration and communicate policy details clearly to clients in multiple languages if applicable.
Maintain a professional presence in and out of the office.
Qualifications
Proven experience in outside sales, retail sales, telemarketing, or insurance sales is preferred, but not necessary.
Strong negotiation and communication skills essential for building client relationships.
Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively, but not required.
Familiarity with sales administration tools and CRM software is a plus.
Excellent analysis skills to interpret customer needs.
Ability to work independently while collaborating within a team environment.
Customer service orientation with a professional demeanor and problem-solving attitude.
Knowledge of HIPAA regulations related to confidentiality and privacy standards in insurance services is advantageous.
Join our team as an Insurance Sales and Customer Service Agent to make a meaningful impact by helping clients secure their future while advancing your career in a supportive environment that values growth, professionalism, and exceptional service delivery.
Job Types: Full-time, Contract, Permanent
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Responsibilities
Engage with potential and existing clients through outside sales efforts, including community outreach and networking.
Conduct insurance consultations to identify client needs and recommend appropriate coverage options.
Manage the entire sales process from initial contact to policy issuance.
Maintain accurate sales records and perform sales administration tasks.
Provide ongoing customer service support, addressing inquiries, policy changes, and claims assistance.
Collaborate with marketing teams to develop strategies for client acquisition and retention.
Ensure compliance with HIPAA regulations and other relevant privacy standards during client interactions.
Assist with benefits administration and communicate policy details clearly to clients in multiple languages if applicable.
Maintain a professional presence in and out of the office.
Qualifications
Proven experience in outside sales, retail sales, telemarketing, or insurance sales is preferred, but not necessary.
Strong negotiation and communication skills essential for building client relationships.
Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively, but not required.
Familiarity with sales administration tools and CRM software is a plus.
Excellent analysis skills to interpret customer needs.
Ability to work independently while collaborating within a team environment.
Customer service orientation with a professional demeanor and problem-solving attitude.
Knowledge of HIPAA regulations related to confidentiality and privacy standards in insurance services is advantageous.
Join our team as an Insurance Sales and Customer Service Agent to make a meaningful impact by helping clients secure their future while advancing your career in a supportive environment that values growth, professionalism, and exceptional service delivery.
Job Types: Full-time, Contract, Permanent
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