QRM INC
Insurance Advisor
Job Description
Position Summary As an agent team member, you will build and develop customer relationships within the community to promote our products including auto, home and life insurance. Main responsibilities Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy.
Educates and advises our clients on our products, while adhering to the companys underwriting policies Coordinate office activities and operations to secure efficiency and compliance to company policies including updates to client records and databases with personnel, financial and other data Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work in a fast-paced and high-volume environment with multi tasking skills and attention to detail Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service.
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Educates and advises our clients on our products, while adhering to the companys underwriting policies Coordinate office activities and operations to secure efficiency and compliance to company policies including updates to client records and databases with personnel, financial and other data Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work in a fast-paced and high-volume environment with multi tasking skills and attention to detail Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service.
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