Insurance Account Manager

9 hours ago


Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full time
Job Title: Insurance Account Representative

We are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Jason Street - Allegiance Insurance. As an Insurance Account Representative, you will be responsible for driving sales and providing exceptional service to new and existing clients across various insurance accounts.

Key Responsibilities:
  • Identify and develop insurance prospects through proactive outreach and relationship-building.
  • Prepare and deliver sales presentations to clients, highlighting the benefits of our insurance products and services.
  • Educate clients on coverage options and assist with policy applications, ensuring they have a comprehensive understanding of their insurance needs.
  • Collaborate with clients to ensure coverage adequacy and provide ongoing support to meet their evolving insurance needs.
  • Assist with policy changes and renewal processes, ensuring seamless transitions and minimal disruption to clients.
  • Participate in sales meetings and ongoing training to stay up-to-date on industry developments and best practices.
Requirements:
  • College education or equivalent insurance experience.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Active Property, Casualty, Life, and Health License.
  • Proficiency in insurance products and industry operations, with a strong understanding of market trends and competitor activity.
  • Ability to generate new business and retain existing clients, with a focus on delivering exceptional customer service.
  • Comfortable with computer programs and CRM systems, with the ability to navigate complex data and analytics.
  • Valid driver's license for occasional travel.
Benefits:
  • 401k with match.
  • Health benefits.
  • Flexible hours.
  • Salary plus commission/bonus.
  • Growth opportunities within a dynamic and supportive team environment.


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