Account Representative

Account Representative

Account Representative GavinHeath is partnering with a client in Parker, CO looking to add an Account Representative to their team. The role is a Direct Hire position. Responsibilities: The Account Representative role includes a variety of job duties to grow the Agency and bring in new business customers. The goal of the Account Representative is to help meet the goals of the agency by writing new business and onboarding new customers through active outbound calling, marketing events, and dedicated follow up on incoming leads.

• New Business Sales
  • Make outbound calls to generate leads for new customers
  • Work marketing events with the goal of making connections and gathering leads
  • Obtain information to quote policies for new business & schedule appointments to review quotes
  • Follow up on incoming leads (phone, web, referrals, etc.)
  • Follow Agency processes for best practices in quoting, quote reviews, and follow up
  • Onboard new business customer accounts
  • Ask for and follow up on customer referrals
  • Meet personal sales goals while working toward sales contest and agency goals throughout the year
• Customer Service
  • Provide back-up customer service for policy changes, billing, etc. when Service Team Members are unavailable
  • Provide onboarding service to your recently onboarded accounts
• Agent Support
  • Assist in preparing documents & quotes for Agent appointments as needed

Qualifications:

• Insurance Producer License in at least one of the Following Lines: Property, Casualty, Accident & Health, and Life
• Proven track record of delivering white-glove customer service to high-net-worth clients while meeting sales or retention goals.
• Strong consultative sales skills: ability to uncover needs, present tailored solutions, and close service-oriented opportunities.
• Exceptional verbal and written communication; comfortable with sensitive, confidential conversations.
• Demonstrated ability to manage complex client requests end-to-end with accuracy and urgency.
• Ability to prioritize, multi-task, and escalate appropriately in a fast-paced, compliance-focused environment.
• Client-obsessed mindset: anticipates needs, proactively follows up, and consistently seeks ways to add value.
• Empathy and emotional intelligence: remains calm, solution-focused, and professional under pressure.
• Relationship builder: cultivates trust quickly and sustains long-term client loyalty.
• Discretion and integrity: handles confidential client information with the highest level of professionalism.

GavinHeath is an equal opportunity employer. GavinHeath will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability, age, creed, ancestry, genetic information, or any other status protected under applicable federal, state, or local laws.