Insurance Account Representative

2 weeks ago


Anaheim, California, United States Inszone Insurance Services Full time
Job Description

Inszone Insurance Services is a leading independent insurance agency with multiple locations across the United States. Our firm specializes in customized insurance products for businesses and individuals, providing a wide range of solutions to meet their unique needs.

We are committed to delivering exceptional service and building long-term relationships with our clients. Our team of experienced professionals is dedicated to helping businesses and individuals navigate the complex world of insurance, providing expert guidance and support every step of the way.

As an Employee Benefits Account Manager, you will play a key role in supporting the sales process of employee benefits to our clients. You will work closely with our producers to administer tasks, build benefit enrollment materials, and provide exceptional customer service.

Responsibilities:

  • Follow up with prospects to ensure timely and effective communication
  • Cross-sell additional lines of business to existing customers to increase revenue and growth
  • Protect the best interests of both our clients and insurance company partners by ensuring accurate and timely information
  • Quote and sell policies to meet the needs of our clients

Requirements:

  • 1 year of experience in employee benefits
  • Current licensure for the role
  • Quick learner with the ability to pick up new things rapidly
  • Computer literate with experience using technology and software programs
  • Ability to successfully manage different projects and tasks in a fast-paced environment
  • Excellent communication and organizational skills
  • Team-oriented with a positive attitude and good energy in the workplace

Benefits:

  • Group Health, Dental, Vision, and Life Insurance for employee and dependents
  • Health Savings Account, Short-Term and Long-Term disability options
  • Paid time off, accrued paid sick days, and time off to devote to your favorite charity
  • Paid Holidays, including the day after Thanksgiving
  • 401K retirement program with company contribution matching

Work Environment:

Monday to Friday, in-person, office setting



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