Insurance Account Specialist
4 weeks ago
Responsibilities
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Requirements
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Enthusiastic about 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-motivated
- Detail oriented
- Ability to make presentations to potential customers
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
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