Bilingual Sales Agent at Keeper

Las Vegas, Nevada, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

1 year of prior experience in sales preferred, but not required
1 year of customer service experience preferred, but not required
Insurance sales experience preferred, but not required
A valid insurance license for assigned State(s) is preferred. If not already licensed, must obtain license within specified period of time to remain employed
Must be proficient in Spanish and English
Above average communication skills to represent the company in a professional manner and communicate effectively with potential customers
Previous experience with Excel, Word and web-based systems preferred
Experience with and the ability to use a PC to perform daily duties required
Must be detail oriented and accurate and have the ability to work independently following strict procedural guidelines
Must obtain and/or maintain Property and Casualty license to sell and service insurance, within a specified time of employment as needed based on position
Must pass licensing exam within the specified number of attempts established by the department
This is an in office job

Responsibilities

Interact and build lasting relationships with clients to have an impact on their life and our community while attending to their insurance needs
Engages customer via inbound and outbound telephone calls to assess insurance needs and rating variables
Completes sale of policy by collecting down payment and uploading policy
Performs cross selling on other services offered by the company (property insurance, commercial insurance, etc.)
Maintains records on customers including information about the consumer, source of lead, response to quote/offer application and policy according to procedures established by management
Completes all required training in a timely manner including detailed knowledge of Kemper products and coverages
Interacts with prospective customers in a professional manner to provide them with an insurance quote and if purchased, converts the lead to an actual policy
Assists customer with other services as appropriate
Prepare insurance quotes, advise customers on coverages, and convert quotes to insurance policies

Skills

Bilingual

Sales

Insurance Sales

Property and Casualty License

Inbound Calls

Outbound Calls

Cross-Selling

Customer Service

Relationship Building

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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