About this role
Determine client requirements and expectations in order to help the client identify specific products and solutionsCross-sell/up-sell products to existing clientsKeep records of client interactions and transactionsAssist in annual review process by contacting clients and preparing personalized customer coverage recommendations based on clients' needsGeneral customer service duties
Become licensed in Property & Casualty Insurance Confirmed High School Diploma or GED Certificate Attention to Detail/OrganizationStrong written/verbal communication skillsBasic PC skillsStrong analytical capabilityConflict resolution skills All your information will be kept confidential according to EEO guidelines.