Customer Service, Sales Consultant – P&C Insurance

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October 11

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Inside Out Group

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Media • Construction • Aerospace

Inside Out Group is a specialized video production company that offers high-end filming services, including time lapse filming, drone filming, photography, and animation. With over 15 years of experience, they cater to diverse sectors such as rail, construction, and infrastructure, providing innovative solutions for challenging projects. Their team is known for its technical expertise and creative approach, ensuring quality media that effectively showcases their clients' projects.

11 - 50 employees

Founded 1991

📱 Media

🚀 Aerospace

📋 Description

• Serve as the primary point of contact for clients via phone, email, and live chat, answering questions regarding their Property & Casualty (P&C) policies (e.g., auto, home, umbrella). • Process policy changes, endorsements, cancellations, and renewals accurately and efficiently in carrier portals and our agency management system (AMS/CRM). • Act as a liaison between the client and the carrier to assist with the initial claim filing process and provide follow-up on claim status. • Maintain up-to-date and accurate client records, policy files, and transaction details while ensuring strict adherence to California regulatory and compliance standards. • Track, manage, and qualify inbound leads using the agency's Customer Relationship Management (CRM) software. • Gather necessary client data and run accurate quotes for new business and cross-selling opportunities across multiple insurance carriers. • Complete and submit new insurance applications, ensuring all trailing documents and regulatory requirements are secured in a timely manner. • Proactively contact existing clients for policy reviews and renewal updates to maximize retention and identify cross-sell opportunities.

🎯 Requirements

• Active and valid California Property & Casualty (P&C) Insurance License is preferred but not a requirement • Minimum of 2 years of experience in the Property & Casualty insurance industry, ideally in a customer service, sales, or Account Manager/CSR role. • Proven proficiency with agency management systems and Customer Relationship Management software. • Exceptional English verbal, written, and active listening skills. • Strong analytical and problem-solving abilities to resolve client issues and coverage questions independently.