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Join our growing team!

Client Service and Sales Consultant (CSSC)

Ellis Insurance Agency is seeking a dynamic, friendly and hard-working customer-centric Property and Casualty Licensed Customer Service Agent with at least 5 years in the insurance business. This person will provide amazing levels of client service as well as have an opportunity to sell/upsell/cross-sell clients as well.

Duties to include:

  • Daily interactions assisting clients with policy changes and updates.  Interactions to include:
    • In Person
    • Email
    • Phone
    • Social Media
  • Primary responsibility will be to manage/maintain Personal Lines Insurance Clients (Commercial Lines experience is a plus)
  • Proactively cross sell (or round out) accounts prior to their renewal
  • Participate in team and group meetings
  • Work with a designated Producer (or Producers) to support current and new clients
  • Participate and attend a few company events per year
  • Recognize proper needs from clients to cross-sell/upsell policies
  • Receive training from various carriers on platforms, databases, and processes
  • Consistent participant in EIA/client Social Media messaging

Skill sets that are needed:

  • Strong ability to communicate with clients, support their particular issue and assess their needs for future partnership
  • Educate and sell, cross-sell (round out) and upsell
  • Strong typing and database maneuvering
  • Multitasking efficiency is a must
  • Extremely well organized with an ability to prioritize daily activities
  • Experience with AMS360 a plus
  • Experience in Microsoft Office programs (Word, Outlook, Excel, Power Point)

About Ellis Insurance Agency:

We are a family-owned business that has been protecting individuals and families for over 39 years. We value the trust we have earned over the years more than anything.

Our Core Values:

Whether you need to protect your car and home, want insurance for the possessions in your apartment, or need a general umbrella policy for peace of mind, our consultants will provide you with outstanding service and support. As your dedicated insurance consultants, we are committed to protecting your most important assets with innovative, customized insurance programs.

  • We believe in Family first
  • We are Flexible
  • We are Fun, caring, empathetic
  • We are Client-focused
    • We owe our clients everything
  • We Support each other – we believe in being:
    • Respectful
    • Professional
    • Timely
    • Compassionate
  • We are Transparent
    • We rely on Insight and Feedback from every Employee

Please send resume and cover letter to:

If you have questions, please reach out to Lee Gamel

210-979-9000 ext. 118

[email protected]

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