Insurance Account Specialist

2 weeks ago


Tucson, Arizona, United States Staff My Agency Full time
Position Overview
Staff My Agency is seeking a dedicated Licensed Account Representative to join our esteemed insurance agency. We pride ourselves on delivering exceptional service to our clients and are looking for individuals who share our commitment to excellence.

Key Responsibilities
  • Generate leads and arrange meetings to understand customer needs.
  • Build and maintain strong relationships with clients, ensuring follow-up as necessary.
  • Deliver prompt, accurate, and courteous customer service.
  • Assist clients with inquiries related to insurance options, eligibility, coverage details, policy modifications, claims, and billing issues.

What We Offer
  • Competitive Annual Base Salary with Commission and Bonus Opportunities
  • Paid Time Off (PTO)
  • Health Insurance Benefits
  • Standard Monday to Friday Work Schedule
  • Opportunities for Career Advancement
  • Retirement Savings Plan
  • Evenings Off

Qualifications
  • Must possess or be able to obtain a Property & Casualty license.
  • Must possess or be able to obtain a Life & Health license.
  • Bilingual proficiency in English and Spanish is preferred.
  • Prior sales experience is advantageous (including retail, telemarketing, or inside/outside sales).
  • Proven ability to meet sales targets is preferred.
  • Excellent communication skills, both written and verbal.
  • Self-motivated with strong multitasking abilities.
  • Able to effectively connect with clients.

This role is with an independent contractor agent of Staff My Agency, and employees must successfully complete all relevant licensing and training requirements.

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