Insurance Account Representative
Hieu Tran - Country Financial
Job Description
Job Description
Benefits:
- 401(k) matching
- Bonus based on performance
- Paid time off
- Training & development
Hieu Tran COUNTRY Financial is looking for a friendly, dependable Insurance Account Representative to join the team. If you enjoy helping people, building relationships, and learning about insurance, this is a great opportunity to grow your career in the industry. Insurance experience is not required. We’re looking for someone who is professional, personable, organized, and eager to learn. Customer service, sales, retail, hospitality, banking, or other people-focused experience is a plus. What You'll Do
- Assist customers with their insurance questions and day-to-day needs.
- Build strong relationships with new and existing clients.
- Help identify customer needs and appropriate insurance solutions.
- Provide friendly, professional service by phone, email, and in person.
- Follow up with customers and prospective clients.
- Identify opportunities to introduce customers to additional products and services.
- Maintain accurate customer and policy information.
- Support the agency with general insurance and administrative tasks.
- Learn COUNTRY Financial products, systems, and agency processes.
- Friendly and professional personality.
- Strong communication and people skills.
- Reliable, organized, and detail-oriented.
- Positive attitude and willingness to learn.
- Coachable and comfortable working as part of a team.
- Customer service or sales experience is a plus, but not required.
- Willingness to obtain an insurance license and continue developing professionally.
- Training and ongoing support.
- Licensing support for qualified candidates.
- Opportunity to grow within the agency.
- Supportive, team-oriented environment.
- Opportunity to develop valuable insurance and customer service skills.
- Potential for career advancement.
- Build lasting relationships while helping customers protect what matters most.
Vacancy posted 10 days ago
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