Insurance CSR

Job Details

Employment Type
Direct Hire
Location
Canton
Salary
$40,000
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Responsibilities:

  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain bookkeeping systems, database and records
  • Monitor insurance claims to ensure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements

Skills:

  • Must be eager to gain experience as an Insurance agent with relevant background
  • Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
  • Basic computer knowledge and statistical analysis
  • Proven ability to work with goals
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
Must be licensed in Property and Casualty  

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