About this role

Respond to inbound customer inquiries via phone and email with professionalism and empathy
Identify customer needs and provide optimal or alternative product solutions to meet those needs
Educate potential clients on their insurance options, provide quotes, and close sales
Responsible for in-depth knowledge of products and services offered
Accurately enter pertinent customer data and research customer information
Close a sale by addressing customer concerns and moving the customer towards commitment
Work effectively in an environment shaped by AI, machine learning, data analytics, and cloud-based tools

High school diploma or equivalent diploma
Six (6) to twelve (12) months in a customer service environment with previous success in a sales-based environment preferred but not required
Superb customer service skills
Strong customer focus and commitment to customer satisfaction
Eligibility to obtain a license for selling travel insurance across all 50 states

Inside Sales Associate

Key skills