Job Description
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Paid Time Off
Job Description
An Insurance Account Representative is responsible for maintaining and maximizing profitable relationships with clients and for growing the book of business through new client sales.
Responsibilities:
- Identify, qualify, and develop insurance opportunities with new and existing clients online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
- Actively prospect accounts and solicit increases in existing client coverage as well as network for new clients, including win backs.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Anticipate, respond to, and follow up on all existing client needs.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
- Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Must have recent experience with ECRM, NECHO and ABS in a State Farm Agent's office.
- Must have P&C and Life and Health licenses.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
- Have a proven track record of insurance sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a remote team environment.