Insurance Product Specialist

2 days ago


Mansfield, Texas, United States YWI Agency Full time
Job OverviewYWI Agency is seeking a skilled Insurance Product Specialist to join our team. As an Account Representative, you will be responsible for establishing customer relationships and following up with customers as needed. Your knowledge of insurance products and industry trends will enable you to communicate directly with clients, identify their needs, and market products or services that maximize value.

Key Responsibilities
  • Develop leads, schedule appointments, and identify customer needs.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Recommend, explain, and sell policies to both cold and warm leads.
Requirements
  • Interest in marketing products and services based on customer needs.
  • Excellent communication skills - written, verbal, and listening.
  • People-oriented and detail-oriented.
  • Proactive in problem-solving and able to learn computer functions.
  • Ability to work in a team environment and possess a Property / Casualty License.


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