Insurance Account Representative

Position Overview

If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but don’t feel ready to jump right in yet, this opportunity may be for you. The position is designed to give “on the job training” while working with a full time mentor in the agent’s office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Establish customer relationships and follow up with customers, as needed.
• Work with the agent to establish and meet marketing goals.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

As an Agent Team Member, you will receive...

• Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement in my office

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Experience in a variety of computer applications, particularly Windows
• Ability to make presentations to potential customers
• Bilingual - Spanish preferred
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.