Insurance Account Representative

About This Role

This full-time, on-site Insurance Account Representative role involves managing customer accounts, providing excellent customer service, and supporting sales initiatives for a client-focused insurance agency.

Responsibilities

• Manage customer accounts
• Provide excellent customer service
• Support sales initiatives
• Handle customer inquiries
• Process insurance documents
• Maintain accurate records
• Foster customer relationships that align with company values
• Identify prospects
• Promote insurance products
• Participate in training and development activities

Requirements

• Proficiency in Account Management
• Proficiency in Sales
• Strong Customer Service skills
• Strong Communication skills
• Goal-oriented attitude
• Focus on delivering high-quality service
• Focus on achieving measurable results
• Proficiency in basic computer applications

Qualifications

• Previous experience in a similar field is a plus

Nice to Have

• Licensing in insurance or willingness to obtain required licenses
• Experience in Training and coaching
• Previous experience in a similar field