Licensed Insurance Agent

Licensed Insurance Agent

29 May 2024
California, Orange county 00000 Orange county USA

Licensed Insurance Agent

We are seeking a Customer Service Licensed Insurance Agent, the position requirement is that your are Fluent In Spanish to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.

Responsibilities:

Handle customer inquiries and complaints

Handle multiple types of Endorsements

Conduct policy reviews of coverages

Provide information about the products and services

Troubleshoot and resolve product issues and concerns

Document and update customer records based on interactions

Develop and maintain a knowledge base of the evolving products and services

Cross sell Life Appointments for our EFS who is our Life Specialist

Cross sell other products for retention

​Qualifications:

Previous experience in customer service, sales, or other related fields

Ability to build rapport with clients

Ability to prioritize and multitask

Positive and professional demeanor

Excellent written and verbal communication skills

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