Account Representative

1 week ago


Layton, United States Batt Insurance and Financial Services Inc Full time

Join our dynamic team as a Sales Team Member, where you will play a vital role in helping customers protect what matters most. You’ll provide personalized insurance solutions, including auto, home, and life coverage, while building lasting relationships with clients. This position combines sales, customer service, and community engagement to deliver exceptional value.

Key Responsibilities:

  • Engage with potential and existing customers to identify their insurance needs.
  • Provide tailored insurance and financial product recommendations.
  • Achieve sales goals through proactive prospecting and follow-ups.
  • Educate clients on policy options, benefits, and coverage terms.
  • Maintain accurate client records and ensure prompt handling of policy changes.
  • Collaborate with team members to meet agency objectives.

Qualifications:

  • Strong interpersonal and communication skills.
  • A passion for helping others and solving problems.
  • Sales experience preferred but not required.
  • Ability to work in a fast-paced, goal-oriented environment.
  • Must be licensed or willing to obtain required state insurance licenses.

Benefits:

  • Competitive salary with commission opportunities.
  • Professional development and training.
  • A supportive, team-oriented work culture.



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