[Remote] Licensed P&C Insurance Customer Service Rep

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