Client advisor job description

If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!
Benefits



Paid Holidays
Base Salary with CommissionsÂ
Weekends Off
Holidays Off
Team Building Activities
Hands On Training
Professional Work Environment



Responsibilities



Meet new business production goals and objectives as established. Immediately greet all customers, entering the office, in a friendly and helpful manner. Verify phone numbers, addresses and email addresses with each customer contact and update customer information. Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems. Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases. Presents and explains insurance policy options based upon prospective client needs and their personal goals.



Requirements



Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Possess an upbeat, positive and enthusiastic attitude. Be a great self-starter with a sense of urgency. Proficiency to multi-task, follow-thru and follow-up. Excellent Communication/interpersonal skills. A Property & Casualty license is preferred but will train good individual. Follow through and exceed current and prospective client expectations. Works well with other employees and is a team player with a positive attitude. Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Bilingual, fluent in both English and Spanish is beneficial.

SUMMARY:As an Sales Associate, you will be responsible for selling new and/or pre-owned vehicles at either the dealership or an offsite location. Your goal will be to positively impact gross profit, volume, and customer satisfaction standards while conducting business in an ethical and professional manner. ESSENTIAL DUTIES:- Selling vehicles that satisfy customers' needs and meeting or exceeding dealership sales goals- Using the dealership Customer Relationship Management System (eLead) in managing all customer contact and keeping accurate records of every contact result- Building relationships with customers and consulting with them to determine their needs- Presenting vehicle selections best suited to each customer's stated needs and benefits in action during the vehicle test drive- Following up on all post-delivery items- Generating new business by making follow up calls to customer base and referral sources, and educating all potential customers on our products and incentive programs QUALIFICATIONS:- Valid driver's license with 2 or fewer moving violations- Minimum 2 years of sales experience; consumer to consumer experience preferred- Experience in a commission or bonus based environment preferred- Strong negotiation, problem solving, and presentation skills- Basic MS Office knowledge; computer software, internet proficiency, and general mathematic skills

EMPLOYEE ADVANTAGE:We believe that taking care of our employees is an important step in creating a positive workplace and a successful company. With that in mind, MileOne is proud to offer programs designed to help our employees and their families succeed both at home and at work. We call it the MileOne Employee Advantage! In addition to traditional healthcare, training, career advancement and financial benefits, we also include an Employee Purchase Program, a MileOne Recognition program, the Next Mile scholarship program for employees and family members, an Employee Assistance Program and more!

MileOne Autogroup is also dedicated to giving back and supporting the communities around us. As a company, we have raised millions for local and national charities.
New Sales

BMW of Catonsville

Post Internally and Externally

Zip Code
21228

Serves as a team contributor on the Optimal Blue Client Services team responsible for supporting client's system relative to the organization's business. Acts independently or as a member of a team responsible for providing technical guidance specific to the Optimal Blue Product and Pricing Engine.
RESPONSIBILITIES
Maintain customer relationships; proactively provide customers with helpful information regarding the system and make suggestions on how to use the system to its full capability Complete defined Client Advisor/Product training to obtain complete understanding of the system Converse with customers by phone/email/live chat addressing any questions, problems, and ongoing training Stay informed on new release changes and new products Demonstrate excellent customer service evidenced by customer feedback and performance reviews Analyzes system impacts to other systems and processes. Provides recommendations on best practices and changes in technology accordingly Devises and/or modifies processes and procedures to achieve greater efficiencies and to solve the most complex business process problems May play a key role in the training of client and technical support personnel on enhancements, new systems, or procedures

MINIMUM REQUIREMENTS
Bachelor's degree or the equivalent combination of education, training, or work experience Requires 0-3+ years of analytical and/or technical consulting experience

PREFERRED QUALIFICATIONS
Outstanding interpersonal skills with a "Get it Done" attitude Premier customer service skills Experience in the residential mortgage industry Secondary marketing experience Familiarity and experience with mortgage technology including PPEs, LOS, etc.Familiarity and understanding of the loan process from origination to sale Familiarity with investor rate sheets and product guidelines

EEO Statement:

Black Knight is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, and protected veteran or military family status. Our employees' diversity is our strength, and when we embrace our differences, it makes us better and brighter. Black Knight's commitment to inclusion is at the core of who we are, and motivates us in how we do business each and every day.

Location:
Plano, TX

Time Type:
Full time