Insurance Sales & Client Services Representative
Liberty Auto Insurance is expanding our team and looking for a motivated, service‑oriented professional to help clients protect what matters most. This role blends sales, customer service, and policy management, offering the opportunity to build long‑term relationships while guiding clients through important financial decisions.
About the Role
The Insurance Sales & Client Services Representative will work directly with new and existing clients to understand their needs, recommend appropriate coverage options, and support them throughout the policy lifecycle. You’ll serve as a trusted liaison between policyholders and insurers, ensuring every client receives clear guidance, timely support, and exceptional service.
Key Responsibilities
- Identify and engage potential clients through outreach, referrals, and community presence
- Assess client financial needs and risk profiles to recommend suitable insurance solutions
- Explain policy options across multiple lines, including:
- Auto
- Home
- Life
- Commercial
- Motorcycle
- SR‑22
- Surety Bonds
- General Liability
- Customize insurance plans to meet individual and business needs
- Process new applications and ensure all required documentation is complete and accurate
- Manage policy renewals, updates, and coverage adjustments
- Assist clients with claims by providing guidance, documentation support, and follow‑through
- Maintain accurate and organized client records
- Stay current on insurance products, underwriting guidelines, and industry trends
- Uphold Liberty Auto Insurance’s commitment to professionalism, transparency, and client care
If you feel that you are a good fit for this position, download the application and email it to: [email protected]