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Insurance Account Specialist

2 months ago

Arlington, Virginia, United States Michael Garcia Insurance Agency LLC Full time
Job Overview

Welcome We are excited to connect with you. Our team at Michael Garcia Insurance Agency LLC is dedicated to building a modern, customer-focused environment. We take pride in assisting our clients and supporting one another. We are seeking an individual who finds joy in the daily tasks of providing essential protection services to our clients.


Position Summary

The role involves working as part of Michael Garcia's independent insurance agency, focusing on promoting insurance products and delivering exceptional service to our clients.


Experience Requirements

Previous experience in sales or customer service is preferred.

Familiarity with common software applications is beneficial; proficiency in Excel and Word is mandatory.

Understanding of personal insurance products is advantageous.


Required Skills and Abilities

Capability to acquire and apply knowledge of products, industry standards, and market trends to provide informed recommendations to clients and fulfill licensing requirements for Property & Casualty and Life & Health.

Ability to persuade and influence clients effectively.

Skill in establishing professional relationships with clients.

Excellent listening, verbal, and written communication skills.

Proactive approach with the ability to operate independently in various situations.

Demonstrated self-confidence, resilience, and a strong work ethic: maintaining a positive outlook and striving towards goals despite challenges.

Results-driven: highly motivated and resourceful in achieving objectives.

Proven reliability, trustworthiness, and ethical conduct.

Strong problem-solving skills: adept at analyzing complex issues, evaluating options, and selecting the most effective solutions.

Ability to manage multiple tasks simultaneously.


Training and Licensing Requirements

Complete all necessary company, state, and federal licensing requirements to market and service designated insurance products and maintain good standing.


Key Responsibilities

Execute the agency's marketing strategy and oversee direct mail initiatives as directed by the agent.

Engage with potential and existing clients to foster interest in insurance consultations.

Conduct needs-based assessments in the office, utilizing technology for support.

Achieve marketing objectives established by the agent.

Deliver prompt, accurate, and friendly service, leveraging it to create marketing opportunities.

As instructed by the agent, manage the agency's computer systems to update client information.

Perform additional related tasks as assigned by the agent.