Customer Service Representative

Descripción y detalle de las actividades

We are looking to employ a driven Direct Sales Representative to introduce company products to potential customers and/or through our sales partners (insurance brokers) and close sales


• Generating leads.

• Quotes follow ups.

• Meeting or exceeding sales goals (Binds).

• Preparing weekly and monthly reports.

• Understanding and promoting our insurance products and programs.

• Preparing and submitting sales (binds) documentation.

• Visiting clients and potential clients to evaluate needs or promote products and services.

• Maintaining client records through our different technological platforms.

• Answering client questions about financial and coverage terms, products and prices.

Experiencia y requisitos

Experience in sales (2+ years or proven experience in insurance market or similar as a sales person/agent).

• Fluent in English.

• Understanding of the sales process and dynamics.

• A commitment to excellent customer service.

• Work independently and problem solve with minimal supervision

• Excellent written and verbal communication skills.

• Superb interpersonal skills.

• Experience using computers for a variety of tasks.

• Competency in Microsoft applications including Word, Excel, and Outlook.

• Able to work comfortably in a fast paced environment and under pressure.

• Organized.

• Active VISA.

• Able to travel to U.S.

• Resolving conflict skills.

• Office Experience - General, Reporting Skills, Verbal Communication, Administrative Writing Skills.

Contact the seller

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