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Insurance Account Representative
2 months ago
We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Account Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with expert advice on insurance options, and working closely with our agent to achieve marketing goals.
Responsibilities- Customer Relationship Building: Establish and maintain strong relationships with customers, providing them with exceptional service and support.
- Insurance Options Education: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with personalized recommendations.
- Marketing and Sales: Work with our agent to develop and implement marketing strategies to attract new customers and grow our business.
- Lead Generation and Appointment Scheduling: Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
- Sales Experience: Previous sales experience, preferably in outside sales or inside sales, retail sales, or telemarketing.
- Meeting Sales Goals: A successful track record of meeting sales goals and quotas.
- Marketing and Sales Skills: Interest in marketing products and services based on customer needs and a strong understanding of sales principles.
- Insurance Knowledge: Enthusiasm about the role insurance and financial products play in helping people manage risks and a basic understanding of insurance concepts.
- Soft Skills: People-oriented, organized, self-motivated, detail-oriented, and able to work in a team environment.
- Technical Skills: Proficient in a variety of computer applications, particularly Windows, and able to make presentations to potential customers.
- Competitive Compensation: Hourly pay plus commission/bonus.
- Benefits: Paid time off, flexible hours, and valuable experience.
- Growth Opportunities: Opportunity for advancement within our agency.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are motivated to succeed and have a passion for customer service and sales, please submit your application for consideration.
