Insurance Account Representative

5 months ago

Temecula, United States Inszone Insurance Services Full time

Job description

Inszone Insurance Services is an independent insurance agency with multiple locations in 16 states. Our firm specializes in customized insurance products for businesses and individuals. Over the last three years, Inszone has ascended Insurance Journal’s Top 100 Property & Casualty Agencies, reaching the Top 50 in its most recent rankings.

We have direct appointments with all the major insurance markets. We pride ourselves in exceeding our client’s expectations, every time. If you’re looking for a great work environment with advancement opportunities Inszone may be the place for you.

As part of our expansion, we are excited to offer a small number of candidates this unique opportunity to join our team and help build this role within the company.

Why work for Inszone Insurance?

If you are looking for a great work environment with a stable income, advancement opportunities, and more than two decades of consistent growth, Inszone Insurance is the place for you.

Our mission is to foster the ongoing development of career-oriented professionals providing the tools and resources necessary for growth. Fully supported career-driven professionals get to leverage their experience and insights, learning on the job and advancing in their career, while contributing to company growth. We are proud to have a culture of professionalism and teamwork, that allows you to learn, grow, and more importantly enjoy what you do, while cultivating profitability, productivity, professionalism, and longevity.


Role: The Employee Benefits Account Manager supports the sales process of employee benefits to customer. The ideal candidate has some understanding of the group renewal cycle and how to support a producer with admin tasks. Experience with medical practice clients will be a plus. The candidate chosen would build benefit enrollment materials for employees which are created in excel and PowerPoint


Note: This role is not related to an employee benefits administrator role. This role supports the sale of employee benefits products.


Location: Temecula, CA

Workplace: Onsite


Qualifications:

  • Experienced – Required. The ideal candidate has some understanding of the group renewal cycle and how to support a producer with admin tasks. Experience with medical practice clients will be a plus.
  • Licensed – Required. The candidate chosen will have current licensure for the role.
  • Quick learner – We are looking for someone who can pick up new things rapidly. A quick starter who can integrate new knowledge will be set up for success.
  • Computer literate – Ready to use and learn technology, as we work in a variety of portals and software programs. The candidate chosen would build benefit enrollment materials for employees which are created in excel and PowerPoint
  • Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment. Cross-training opportunities will be available for life insurance, annuities, and long-term care.
  • Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
  • Organization – Ability to plan and operate in a well-organized manner.
  • Team Oriented – Ability to incorporate well with the existing team, as well as maintain a positive attitude and good energy in the workplace.
  • Engaged – Show us you want to be successful and enjoy making connections with people, and you will see opportunities come your way. Our ideal candidate will want to take the ball, and run with it

Responsibilities:

  • Follow up with prospects – WE PROVIDE LEADS
  • Cross-sell additional lines of business to existing customers
  • Protect the best interests of both our clients and insurance company partners.
  • Quote and sell policies

Compensation:

  • Base salary plus commission

Benefits:

  • Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
  • Health Savings Account, Short-Term and Long-Term disability options
  • Paid time off, accrued paid sick days and time off to devote to your favourite charity
  • Paid Holidays, including the day after Thanksgiving
  • 401K retirement program with company contribution matching


Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone. Apply today and see for yourself


Weekly day range:


  • Monday to Friday


Work setting:


  • In-person
  • Office


Experience:


  • employee benefits: 1 year (Required)


Work Location: In person

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