Annuities Customer Service Representative jobs in Santa Barbara, CA

We are seeking an energetic and driven individual with a winning spirit to join our fast paced sales department. As a customer service representative, you will work with a dynamic team that shares your desire to be the best.

Customer experience is our greatest priority. As our newest team member, you will respond to the requests of prospects and current clients who need insurance for their security and peace of mind.

Apply today so we can contact you about the next steps in the interview and selection process.

Benefits

Hourly Base Salary Based on Experience

Flexible Schedule

Career Growth Opportunities

Weekends Off

Bonus Opportunities

Hands on Training

Paid Time Off (PTO)

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Schedule appointments for sales staff to meet prospective customers.
• Develop insurance quotes, make sales presentations, and close sales.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.

Requirement

• Be a great self-starter with a strong work ethic..
• Property & Casualty license is preferred .
• Ability to tactfully handle stressful and difficult situations.
• Be equipped with great listening and closing skills.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Proficiency to multi-task, follow-thru and follow-up.

Last updated : 2024-04-24