Customer Service Rep/INSURANCE AGENT

Job Overview
We are seeking motivated and Results driven Service Reps to join our expanding team. As a Customer Service Representative, you will be responsible for delivering exceptional support by actively listening and responding to customer inquiries and concerns. Your role includes ensuring customer satisfaction, building strong relationships, resolving issues, and providing accurate information about our products and services. You will assist customers by addressing complaints, answering questions, and processing requests efficiently and courteously.
If Unlicensed, You will be required to attain a NJ Insurance License, thereafter You will leverage your knowledge of the insurance market and your exceptional communication skills to build relationships with clients and guide them through the insurance selection process. The ideal candidates will attain background in insurance sales, benefits administration, and the ability to negotiate effectively.
Duties
Contact existing clients and new prospects to service and assist customers with a full range of products & services.
Provide follow up to customers on outstanding issues .
Monitor the customer files and follow up with customers on renewals, billings, feedback, etc.
Review customers' policies and insurance needs with Agents to assist in Educating customers on product features, insurance concepts, etc.
Conduct correspondences with customers through phone emails and in person meetings.
Assist in office administration and marketing renewals.
Develop and maintain relationships with clients to understand their insurance needs and provide appropriate solutions.
Conduct thorough market research to stay informed about industry trends and competitive offerings.
Present and explain various insurance policies, including life, health, auto, and property insurance options.
Assist clients with benefits administration and claims processes to ensure a smooth experience.
Negotiate terms and conditions of policies with clients to secure optimal coverage.
Maintain accurate records of client interactions and policy details through effective sales administration.
Collaborate with team members to achieve sales targets and enhance customer satisfaction.
Provide exceptional customer service by addressing inquiries and resolving issues promptly.

Requirements:

Proven experience in insurance sales or retail sales is preferred.
Excellent negotiation skills with the ability to persuade clients effectively.
Exceptional communication skills, both verbal and written, are essential for client interactions.
Strong organizational skills with attention to detail in managing client accounts and documentation.
Ability to work independently as well as collaboratively within a team environment.
Motivated self motivated professionals with people skills, attention to details and listening skills,
Must be coachable, Ready to learn everyday and eager to help customers in every possible way.
All backgrounds welcomed to apply but it would be helpful to have business, finance, accounting, insurance or law experiences.
Experience professionals preferred but we will hire the right motivated self started Willing to obtain auto, home, life and health insurance licenses and Securities License
If you are passionate about helping individuals protect their assets through comprehensive insurance solutions, and retirement planning we invite you to apply for this exciting opportunity as an Customer Service Rep CSR, leading towards a Licensed Insurance Agent.
As a Full Service Insurance and Retirement Planning Agency We have appointments with dozens of carriers in P & C, Life/Health, etc. etc. We offer a full line of Insurance Products Retirement and Benefit Plans and Services for Personal, Commercial and Small business accounts as well as specialize in Coastal-Affluent Home Owners Polices, IRA Retirement Plans 529 College plans Flood Insurance and Liability coverage.
We offer:
Base salary, Health Insurance, 401K Plan, Unlimited commission/bonuses linked to production and performance once Licensed .
Routine training and daily learning providing long term career development in the financial services industry. Ability to create their own book as well as get Securities License .
Our Agency owners have over 80 years combined experience . Our Senior Partner is a Licensed Investment Broker, Former Wire House Branch Manager and Registered Investment Advisor (RIA) with over 45 year experience .
If you're Interested in a career of Providing Life, Health, Annuity and Retirement Planning Solutions give us a call.
Job Type: Full-time
Eventual License/Certification:
NJ P & C Life Insurance (Required)
Life Insurance License (Preferred)
Possible Securities License.
Services offered through unaffiliated associations-
Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.
Job Type: Full-time
Benefits:

401(k)
Health insurance
Paid time off
call 732-295-5584
Work Location: In person