Account Manager/Customer Service Representative (CSR) - Beat Insurance Services, LLC

Are you looking to make a difference in peoples lives? Beat Insurance Services, LLC in Fort Worth, Texas, is looking for a friendly, dedicated professional to join our amazing team as a Full-Time Account Manager/CSR. You will be responsible for helping customers get the products they want while offering additional beneficial products. You will have the opportunity to utilize your customer service skills while growing your sales career. No prior experience? No problem! If you have experience in customer service or sales in another industry, we will provide all of the knowledge and education you need to be successful and grow your career in Insurance. Entry-level candidates will start at a base salary of $26,000 - $46,000 annually, PLUS you can make up to an additional $40,000 in commission during your first year.

Are you an experienced sales or customer service representative? Awesome! We would love for you to bring your established skills to Beat Insurance Services, LLC to help us better serve our customers while growing your career. We provide opportunities for continuing education and mentorship as well as the potential to advance your career. Experienced candidates start at a $32,000 base salary and our top performers earn an average of $14,000 per year in commission. If youre ready to grow your career and your knowledge in the industry, apply today!

Salary Range: $25000.00 - $45000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Birthday OFF

Responsibilities

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Document each customer contact in EZLynx.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Be outstanding at relationship building.
• Develop and maintain client relationships.
• Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
• Cold call, direct email and perform other lead generation activities.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales staff to meet prospective customers.
• Contact businesses and private individuals by telephone to promote products, services and/or referral programs.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Grow sales revenue by utilizing phone, email and potential client lists.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Work independently and as part of a team.
• Stay up-to-date on industry market trends and best practices.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Attend industry events to network and build relationships.
• Develop and implement new marketing and sales strategies.
• Participate in regular team meetings and brainstorming sessions.
• Attend training and continuing education courses.
• Handle customer renewals.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Create relationships from a cold start.

Be a fantastic presenter.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Confident, self-starter who works well independently.

Must have ability to multi-task.

Must be highly self-motivated.

Professional phone etiquette.

Career minded vision.

Follow through and exceed current and prospective client expectations.

Excellent Spelling and Grammar skills.

Exceptional Business Writing and Editing Skills.

Great Customer Service Skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required.

Display leadership competencies, including ability to delegate, engage, and inspire others.

Strong work ethic and leadership skills.

Successful sales background.

Minimum 3-5 years prior sales experience is preferred.

Strong communication skills, both oral and written.

Driven and goal-oriented individual.

Ability to tactfully handle stressful and difficult situations.

Be capable of handling customer rejection.

Strong communication and negotiation skills.

Previous work experience in sales, marketing, promotions or telemarketing.

Knowledge of sales and marketing principles and strategies.

Be equipped with great listening and closing skills.

Bilingual, fluent in both English and Spanish is beneficial.

No insurance experience required but must be willing to learn

Enthusiasm, optimism, and a willingness to see the good in every situation.

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

Ability to take initiative, be proactive, and think outside the box.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

Ability to lead and motivate others, set a good example, and inspire others.

Ability to identify and solve problems, think critically, and make decisions quickly.