Overview
Join our dynamic team as an Insurance Account Representative, where you will be the driving force behind building strong client relationships and delivering exceptional insurance solutions. In this energetic role, you'll manage a diverse portfolio of insurance products, including health, life, property, and casualty insurance, while providing expert guidance to clients. Your proactive approach and excellent communication skills will help clients navigate their insurance needs confidently, ensuring they receive tailored coverage that fits their unique situations. This position offers a vibrant environment where your sales expertise and customer service talents can truly shine.
Duties
- Develop new client relationships through outside sales efforts, including telemarketing and community outreach, to expand our customer base.
- Conduct thorough analysis of clients’ insurance needs by evaluating their health, life, property, and casualty coverage requirements.
- Manage sales administration tasks within CRM systems to track leads, follow-ups, and policy details efficiently.
- Build and maintain long-term customer relationships through exceptional service and regular communication, fostering trust and loyalty.
- Provide detailed benefits administration guidance, explaining policy options such as health insurance plans and life coverage to clients.
- Stay current with insurance regulations and compliance standards like HIPAA to ensure all client interactions adhere to legal requirements.
Skills
- Proven experience in outside sales, retail sales, or telemarketing with a focus on insurance or financial products.
- Strong negotiation skills paired with excellent communication abilities for client engagement and client communication.
- Multilingual or bilingual capabilities to serve diverse customer populations effectively.
- Knowledge of commercial insurance products along with health, life, property, and casualty insurance policies.
- Proficiency in Microsoft Office applications and CRM systems for efficient sales administration and analysis.
- Exceptional analysis skills to assess client needs accurately and recommend suitable coverage options.
- Familiarity with insurance regulation standards such as HIPAA and benefits administration processes.
- Customer service orientation with a talent for building lasting customer relationships in a fast-paced environment.
Embark on a rewarding career where your enthusiasm for sales combined with your dedication to customer service will make a meaningful impact!
Pay: $50,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
Work Location: In person
