Insurance Account Representative

Job Description

Job Description

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Training & development

POSITION OVERVIEW:
Are you motivated by helping people, building relationships, and achieving personal and professional goals? Our agency is seeking a motivated Insurance Account Representative to join our growing team.

In this role, you'll connect with prospective clients, identify their insurance needs, and provide customized coverage solutions. Whether you're an experienced insurance professional or someone with strong sales skills looking to enter the industry, you'll receive training, support, and opportunities to build a rewarding career.

RESPONSIBILITIES:

• Develop relationships with prospective and existing clients.
• Identify customer needs and recommend appropriate insurance solutions.
• Generate quotes and present coverage options.
• Follow up on leads, referrals, and marketing opportunities.
• Maintain accurate client records and documentation.
• Provide outstanding customer service throughout the sales process.
• Work collaboratively with team members to achieve agency growth goals.

QUALIFICATIONS:

• Sales, customer service, or relationship-building experience preferred.
• Strong communication and interpersonal skills.
• Self-motivated with a positive attitude and strong work ethic.
• Ability to build trust and establish long-term client relationships.
• Driven by goals and energized by achieving measurable success.
• Must be willing to obtain applicable insurance licensing.