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[Remote] Licensed P&C Insurance Customer Service Rep

Remote · United States Full-time

Note: The job is a remote job and is open to candidates in USA. Culbertson Agency Inc is a thriving insurance firm based in Fort Myers, Florida. They are actively seeking a Licensed Property and Casualty Insurance Sales Agent with Allstate experience to join their dedicated team, focusing on servicing clients and providing personalized insurance solutions.

Responsibilities

  • Client Engagement: Proactively reach out to new and existing clients to understand their insurance needs and provide personalized advice
  • Sales Initiatives: Present, promote, and sell insurance policies to potential customers, meeting both their needs and agency targets
  • Customer Service: Provide exceptional service by addressing any inquiries from policyholders and resolving concerns promptly
  • Policy Management: Assist clients in understanding their coverage, making policy changes, and processing renewals efficiently
  • Cross-Selling: Identify additional products that could enhance client protection and encourage clients to round out their policies
  • Documentation: Ensure all client interactions and transactions are accurately documented in our system
  • Professional Development: Keep abreast of industry trends and changes to provide clients with informed advice and maintain best practices

Skills

  • Valid Florida 4-40 or 2-20 License is required
  • Previous experience with an Allstate agency required to be remote
  • Strong verbal and written communication skills are essential
  • Demonstrated commitment to providing excellent customer service and building client relationships
  • Ability to effectively identify customer needs and sell appropriate insurance solutions
  • Capable of resolving client concerns in a timely and effective manner
  • Comfortable using different software applications and CRM systems
  • Familiarity with the Fort Myers, Florida area and its insurance market is a plus

Benefits

  • Paid Time Off (PTO)

Company Overview

  • It was founded in undefined, and is headquartered in Fort Myers, US, with a workforce of 2-10 employees. Its website is http://www.culbertsonagency.com.
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