Insurance CSR/Sales Agents

Team Focus Insurance

(Sunrise, Florida)
Full Time
Job Posting Details
About Team Focus Insurance
Team Focus Insurance Group has been serving the property and casualty insurance industry for seven decades. We trace our roots back to 1946 when MacNeill Group was founded as Frank R. MacNeill and Son.
Summary
The Insurance Customer Service Representatives/Sales Agents assists members in the sales and purchase of insurance policies in the state of Florida. Develops, supports and maintains relationships with clients of the organization in regards to their insurance policies and provides exceptional service in responding to their questions and concerns by performing the following duties.
Responsibilities
* Develops successful client relationships via the telephone and ensures the highest level of client service in regards to insurance policy coverage. * Prepares personalized insurance quotes and closes sales. * In conjunction with sales, must ensure that all trailing documents are received. * Responsible for follow-up correspondence, including making outbound calls. * Acts as the client's advocate and counselor to ensure their questions and concerns are addressed in a timely and professional manner. * Recommends and binds the best insurance options for the client. * Takes ownership of each call, handling until resolution is reached; includes follow-up as necessary to ensure the actions promised to caller are completed. * Understand and correctly utilizes multiple processing systems and documents according within company standards. Must have thorough knowledge of Rating, Rules and Procedures; may include, but not limited to questions concerning risk eligibility, submission, status, rating, premiums, cancellations and/or reinstatements. * Performs specialized functions and projects in accordance with departmental rules and regulations. * Processes policies and/or changes within approved authority level. * Performs transactions according within company, client and carrier parameters including manual rates, guidelines and procedures. * Reviews, organizes and forwards information to other areas for handling or consideration. Provides back-up to the Member Services Associate team with policy support as needed.
Ideal Candidate
* (Manager's Specifications) **Candidate Qualifications:** * Associate’s or Bachelor’s degree from a four year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience. Must have thorough knowledge of Property/Casualty Insurance operations and policy elements. Experience with Citizens Insurance preferred. * Current and active 2-20, 4-40 licenses or the ability to obtain such within time frame established by the company. * Ability to read, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, and clients. Bilingual (English and Spanish) language skills preferred. * To perform this job successfully, an individual should have a working knowledge of Microsoft Office applications to include Word, Excel, PowerPoint, and Outlook and Internet browser applications. Must be able to use a variety of office equipment, including scanner, copier, fax machine, and calculator.
Compensation and Working Conditions
Reports to Supervisor or Manager, Program Management

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