· Prior experience in customer service or sales, ideally within the insurance sector, is preferred.
· Excellent verbal communication skills, with the ability to engage clients effectively and build rapport.
· Make outbound calls to clients to address their insurance needs.
· Explain the purpose of quotes and promptly address client inquiries or concerns.
· Collect comprehensive details from clients about their insurance needs, covering preferences, limits, and additional requirements.
· Maintain comprehensive records of obtained quotes for easy reference. Follow up with clients as needed to gather outstanding information or clarify details.
· Collaborate with insurers and agents to secure personalized quotes for each client.
· Proficiency in using CRM systems or similar software for data entry and management.
· Knowledge of insurance products, terminology, and industry practices is preferred but not required.