Insurance Account Specialist
1 day ago
Key Responsibilities
- Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options and develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Work with the agent to establish and meet marketing goals, including achieving mutually agreed upon marketing goals and utilizing sales experience to meet sales goals/quotas.
Requirements
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Successful track record of meeting sales goals/quotas preferred.
- 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.
- People-oriented.
- Organizational skills.
- Self-motivated.
- Ability to make presentations to potential customers.
- Achieve mutually agreed upon marketing goals.
- Experience in marketing.
- Bilingual is fantastic- Spanish preferred.
- Property and Casualty license (must have currently).
- Life and Health license (must be able to obtain).
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