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.
Maintain in-depth knowledge of products and services offered, learning about products and staying up to date on new product or policy changes.
Accurately enter customer data and research customer information.
Close sales by addressing customer concerns and moving them 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 focus on customer satisfaction
Eligibility to obtain a license for selling travel insurance across all 50 states

Inside Sales Associate

Key skills