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Insurance Account Representative

1 month ago

Walnut Creek, California, United States Lily Hoa Ins & Financial Services Full time
Job Overview

We are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Lily Hoa Ins & Financial Services. As a key member of our team, you will play a critical role in helping our business grow through value-based conversations and remarkable customer experiences.

Responsibilities
  • Develop and execute sales strategies to identify customer needs and market appropriate insurance products and services.
  • Provide exceptional customer service, responding to inquiries and resolving issues in a timely and professional manner.
  • Collaborate with our State Farm Agent to establish and meet marketing goals, utilizing a customer-focused approach to educate customers about insurance options.
  • Utilize sales and marketing skills to achieve mutually agreed-upon goals and objectives.
Requirements
  • 1-2 years of sales experience, preferably in the insurance industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Self-motivated and results-driven, with a proven track record of meeting sales goals and objectives.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
  • Property and Casualty license (must be currently held) and Life and Health license (must be able to obtain).
What We Offer
  • Competitive salary and commission/bonus structure.
  • Opportunities for career growth and advancement within our organization.
  • Valuable experience and training in the insurance industry.
  • A dynamic and supportive work environment.