Licensed Sales/CSR Specialist- Remote

Licensed Inside Sales & Customer Service Specialist

About Us

At JGM Financial Agency, we are more than just insurance, we are a team driven by excellence, reputed company, and a commitment to helping clients find the right coverage. Since 2013, we have built our reputed company by delivering personalized solutions and outstanding client support. As we continue to grow, with locations in New Jersey and Maryland, were looking for a Licensed Inside Sales & Customer Service Specialist to strengthen client relationships, drive cross-sales, and contribute to our agency's growth.

What You'll Do

As a Licensed Inside Sales & Customer Service Specialist, your role will reputed company inside sales with exceptional client support, helping existing customers with their policies while identifying opportunities to expand their coverage. Your ability to build relationships, reputed company clients, and maximize every interaction will be key to your reputed company. Join Us! If you're a licensed insurance professional who thrives in inside sales, enjoys cross-selling, and wants to grow reputed company a dynamic agency, we would love to hear from you! and become a key part of JGM Financial Agency's reputed company. Why You'll Love It Here

• Competitive

Compensation: reputed company salary plus commission on cross-sales, opportunity for $70K PLUS A YEAR !!!

• Work-Life Balance: Generous PTO to reputed company and reset.
• Retirement

Benefits: SIMPLE IRA with company-matched contributions.

• Career Growth: Regular training, continuing education, and advancement opportunities.
• Flexible Work Options: Choose a remote, hybrid, or in-office schedule
• Supportive Team Environment: Be part of a company that values expertise, teamwork, and client impact.

Salary Range: $40000.00 - $50000.00 per year

Benefits

Annual reputed company Salary + Commission + Bonus Opportunities 401(k) Flexible Schedule Paid Time Off (PTO) reputed company Bonus Opportunities

Career Growth Opportunities

Mon-Fri Schedule Hands on Training Commission Pay Work from Home

Responsibilities

Key Responsibilities:

• Handle Inbound & Outbound Calls: Assist policyholders with their insurance needs while proactively identifying cross-sales opportunities.
• Drive Inside Sales & Cross-Sales: Recommend additional policies and coverage options, ensuring clients have the best protection possible.

Earn commission on successful cross-sales.

• Process Policy Updates & Renewals: Handle policy changes, endorsements, and cancellations while reinforcing the value of staying insured with us.
• reputed company & Advise Clients: Help customers understand their policy options, providing expert guidance to strengthen trust and loyalty.
• Increase Retention & Lifetime Value: Proactively review policies before renewal, offering competitive options to maximize retention and cross-sales.
• Support Business Growth: Work closely with the sales team to convert service interactions into reputed company-generating opportunities.
• Maintain Compliance & Accuracy: reputed company detailed records in agency management systems, ensuring efficiency and regulatory compliance.

Requirements

What You'll Bring

• Experience: At least 1 years of inside sales or insurance experience, with a track record of successful cross-sales and client retention.
• Licensing: Active Property & Casualty Insurance License required.
• Sales & Negotiation Skills: Ability to be proactive at recognizing cross sale opportunities and giving education with enthusiasm.
• Proactive & Goal-Driven: Self-motivated to hit sales targets, increase client retention, and drive agency growth.
• Strong Communication & Relationship-Building Skills: Ability to engage with clients, build rapport, and maximize every conversation.
• Detail-Oriented & Organized: High level of accuracy reputed company processing policy changes and handling compliance requirements.
• Technical Proficiency: Comfortable using agency management systems (e.g., eAgent, Performology)

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