Account Representative

4 weeks ago


Milford, United States Allstate Insurance Agency - Timothy Saller Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Description
The Account Representative role at Allstate Insurance Agency - Timothy Saller is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

Responsibilities:
  • Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
  • Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
Qualifications:
  • Must obtain Personal Lines insurance license within 30 days of employment.
  • Sales experience and comfortable managing client relationships to promote the agency brand.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
  • Bilingual Spanish preferred but not required.


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