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Insurance Account Specialist
4 weeks ago
Key Responsibilities
- Provide prompt, accurate, and friendly customer service, 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.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Benefits
- 401K
- Medical
- Hourly pay plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
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
- Detail oriented
- Proactive in problem solving
- Ability to work in a team environment
- Ability to make presentations to potential customers
- Ability to assess customer needs and conduct effective interviews
- Ability to effectively relate to a customer
- Ability to explain complex financial issues in understandable terms
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)