Account Associate

COMPANY DESCRIPTION:
Join a winning insurance and financial services team. Apply for our Bilingual (English, Spanish) Sales Team Member position and be coached to earn at a high level through your hard work and sales performance.


Unexpected events happen. We are looking for sales team members who want to become an insurance and financial services expert and get involved in the lives of others by helping them plan for the financial impact that occurs when the unexpected happens


If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Submit your resume today!


RESPONSIBILITIES INCLUDE BUT NOT LIMITED TO:

• Establish customer relationships and follow up with clients, as needed
• Develop new service opportunities with both existing and new clients
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
• Use a customer-focused, needs-based review process to educate clients about insurance options
• Develop insurance quotes, make sales presentations, and close sales
• Develop ongoing networking relationships
• Maintain a strong work ethic with a total commitment to success each and every day

• Paid Time Off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my office

• College degree preferred
• Property & Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

• Sales skills, including Sales Service Representatives, Sales support.
• Customer Satisfaction and Customer Experience skills
• Fluent in English and Spanish
• Excellent communication skills in English
• Strong problem-solving abilities and patience
• Ability to work on-site
• Experience in the insurance or financial services industry is a plus
• High school diploma or equivalent; a college degree is preferred