Sales/ Insurance Representative

About the job Sales/ Insurance Representative

Position Tile: Sales/ Insurance Representative

Classification: Associate

Salary: 30,000-50,000a month

Reports To: Account Manager, Client

Primary Relationships: Client

Date: June 2022

Schedule: USA Business Hours

Responsibilities:

• Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones
• Contacting potential clients and creating rapport by networking, cold calling.
• Appraising the wishes and demands of business or individual customers and selling the suitable protection plans
• Reach and exceed predefined sales and customer service standards.
• Create hot leads, sell, cross-sell and offer predetermined items/specials using sales techniques to maximize every sales opportunity.
• Retain a defined percentage of the existing customer base.
• Obtain referrals from the current customer base and promptly reach out to these potential customers to secure additional business.
• Follow-up on quotes, samples, orders, and ancillary lists generated in a timely and professional manner to exceed customer expectations and grow sales.
• E-mail art and payment information on orders and any other pertinent information needed to process orders immediately to the Customer Care Specialist.

• Provide complete, accurate, and detailed order information for assigned Customer Care Specialist and request assistance needed to provide outstanding service to meet the needs of every customer.
• Perform other related duties as assigned.

Technical Qualifications:

• Bachelor’s degree holder preferred

• Superb English (written and verbal)

• Must have a working knowledge of Microsoft Excel, Word, and Outlook.

• Requires two years of successful telephone sales experience and work within a call center environment where high call production is a standard.

• Communication and negotiation skills

• Ability to build rapport

• Time management and planning skills

• Can work independently and or in a team environment

• Proven sales experience