Insurance Account Professional

4 days ago


Philadelphia, Pennsylvania, United States Alden Thomas Inc Full time
Insurance Account Professional

A competitive salary of $40,000 plus bonus/commissions is offered to the successful candidate. At Alden Thomas Inc, we are seeking a motivated and customer-focused individual to service existing client accounts, handle inquiries, and promote additional insurance products and services.

Responsibilities:
  • Provide excellent customer service to clients, both in-person and over the phone.
  • Adapt quickly to computer systems and accurately document all transactions.
  • Set and achieve monthly, quarterly & annual sales goals.
  • Proactively identify opportunities to upsell and cross-sell insurance products.
  • Collaborate with team members to optimize client satisfaction and retention.
  • Stay informed about insurance products, industry trends, and regulations.

Required Skills and Qualifications:
  • Strong interpersonal skills with the ability to build rapport with clients.
  • Proficiency in computer systems and willingness to learn new software.
  • Detail-oriented with a commitment to accuracy in documentation.
  • Self-motivated and accountable for meeting and exceeding sales goals.
  • Property & Casualty license and Life, Accident & Health license preferred but not required to apply; licenses can be obtained during training.

Benefits:

Company-sponsored retirement plan, health insurance contribution, vacation and sick time.



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