Sales and Customer Service Insurance Representative

Position: Sales and Customer Service Insurance Representative

Job Purpose: Handle client inquiries, triage calls, conduct initial prospect intake, provide quotes, and address policy-related queries. Ideal candidate will have two (2) years of customer service experience, strong communication skills, pleasant telephone manner, and ability to work independently. A successful candidate will handle various tasks including appointment setting, preparing quotes and proposals, managing renewal reminders, and other administrative functions.

Company Overview:

Sica Insurance is seeking a motivated and licensed Insurance Agent/Producer to join our team. We’re a dynamic insurance brokerage committed to providing comprehensive coverage and exceptional service to our clients. This role offers the opportunity to drive sales, provide excellent customer service, and cultivate relationships within the insurance industry.

Skills / Qualifications:

• Must have experience working in relevant industry – eg. Insurance, sales, customer service, banking/finances, law office, etc.
• Must be able to work independently, organize, and manage tasks efficiently
• Customer-centric approach with a passion for delivering high-quality service to customers and prospects – this includes a positive demeanor and excellent verbal and written communication skills
• Ability to collaborate effectively with team members and demonstrate openness to coaching and training
• Proficient in Microsoft 365.
• Licensing or certifications related to the insurance industry are advantageous.

Key Responsibilities:

• Helps the long-term success of the agency by following the agency’s guidelines and operational processes.
• Coordinate and manage renewal reminders and cancellation notices for existing clients to ensure continuity of coverage.
• Handle client billing and service inquiries, including triage incoming requests, conduct prospect intake, call prospects with quote details.
• Coordinate with underwriters and insurance carriers to ensure new policies are bound properly and client payments are processed.
• Maintain records of interactions and policy endorsements with clients and carriers
• Collect, organize, and process loss run data for commercial client assessment.
• Maintain agency State licenses and ensure agency compliance with local, state and federal regulations.
• Stay up-to-date with industry changes, trends, and regulations to ensure accurate and informed client consultations; participate in educational opportunities and maintain professional network.
• Provide administrative and secretarial support.
• Occasionally collaborate with the marketing team to develop strategies, promote new insurance contracts, or suggest modifications to existing ones; serve as intermediary between carriers and social media contractors to ensure brokerage marketing is in compliance and up-to-date.

This position offers a competitive salary, benefits, and opportunities for growth within the company. If you meet these qualifications and are looking to join a dynamic team in the insurance brokerage field, we encourage you to submit your resume and personal statement to [email protected].