Insurance Account Specialist
5 days ago
We are seeking a skilled professional to join our team as an Insurance Account Representative.
- Bonus based on performance
- Company parties
- Competitive salary: $60,000 - $80,000 per year
- Free food & snacks
- Paid time off
The successful candidate will be responsible for delivering exceptional customer service, utilizing a customer-centric approach to educate customers about insurance options, and developing leads and scheduling appointments.
Key Responsibilities:- Respond to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Educate customers about insurance options using a customer-focused, needs-based review process.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive valuable experience, growth potential, and the opportunity for advancement within our agency.
Requirements:- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Excellent communication skills - written, verbal and listening.
- Enthusiasm for the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- Self-motivation.
- Ability to make presentations to potential customers.
- Achieve mutually agreed upon marketing goals.
- Experience in marketing.
- Property and Casualty license (must have currently).
- Life and Health license (must have currently).
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