The agent will provide individualized customer service and policy options to bilingual clients while maintaining accurate records in the CRM. They are responsible for building client relationships, managing referrals, and handling support inquiries via phone, email, and text.
The agent will manage existing client renewals by assessing needs, presenting quotes, and closing policies within the CRM system. They are also responsible for maintaining accurate documentation and building relationships with clients to ensure high retention.
The agent will provide individualized customer service and policy options to bilingual clients while maintaining accurate records in the CRM. Responsibilities also include managing client relationships, handling inquiries via phone and email, and processing documentation for insurance carriers.
Assist senior agents in the sales and retention process by gathering prospect information via phone, IM, and email. Generate insurance quotes using carrier platforms and manage documentation submissions to underwriters.
The Insurance Sales Support Assistant will proactively contact prospective clients, previous customers, and existing clients to identify insurance opportunities and qualify leads. They will gather necessary information for insurance quotes and schedule opportunities for licensed agents.
Assist licensed agents with quote requests and policy changes for bilingual customers while maintaining accurate client data in the CRM. Provide general administrative support and ensure high customer satisfaction through professional communication.
Assist senior agents in the sales and retention process by gathering prospect information via phone, IM, and email. Generate insurance quotes using carrier platforms and manage documentation submissions to underwriters.
Provide individualized customer service and policy options to bilingual clients while maintaining accurate records in the CRM. Manage client communications via phone, email, and text to secure missing documentation and cultivate referral leads.
Provide individualized customer service and policy options to bilingual clients while maintaining accurate records in the CRM. Manage client communications via phone, email, and text to secure missing documentation and cultivate referral leads.
The agent will manage renewals for existing trucking insurance clients by assessing needs, presenting quotes, and closing policies. They are also responsible for maintaining accurate CRM data and following up on documentation via email and phone.
This role involves overall leadership, budget management, and growth oversight for the Trucking Division, which manages approximately 50 staff and $45 million in annualized premium. A primary focus for the first two years is the structured training and development of new Trucking Sales Agents to ensure disciplined and profitable growth.
