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Area Sales Manager

Posted 2024-10-26

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šŸ’Ž Seniority level: Manager, 2 years

šŸ“ Location: Austin, TX

šŸ’ø Salary: 71078 - 155108 USD per year

šŸ” Industry: Financial services, insurance

šŸ¢ Company: PR Financial

šŸ—£ļø Languages: English, Spanish

ā³ Experience: 2 years

šŸŖ„ Skills: Leadership

Requirements:
  • Great interpersonal, communication, leadership, and management skills.
  • Must be 18 years or older.
  • Active driver's license required.
  • Must be coachable, detail-oriented, and a team player.
  • Possess outstanding interpersonal and communication skills.
  • An active Life Health insurance license is a strong bonus but not required.
  • Previous customer service experience preferred.
Responsibilities:
  • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations.
  • Provide warm and professional customer service while onboarding new clients and maintaining existing clients.
  • Handle booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
  • Ensure all paperwork is up to date while maintaining records and bookkeeping.
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