Company Overview
Bay Agency Insurance Group is a dynamic independent insurance agency dedicated to providing comprehensive coverage solutions and exceptional customer service. We pride ourselves on building strong client relationships and delivering tailored insurance options to meet diverse needs.
Job Summary
We are seeking an energetic and detail-oriented Account Executive to join our team. In this role, you will be the primary point of contact for clients, managing their insurance needs with professionalism and enthusiasm. Your proactive communication skills and technical proficiency will drive client satisfaction, retention, and growth. This paid position offers an exciting opportunity to develop your sales expertise and customer service skills within a supportive environment.
Responsibilities
- Engage with clients via phone, email, and in person to understand their insurance requirements and provide suitable solutions
- Manage client accounts by processing data entry, updating records, and maintaining accurate documentation using Microsoft Office tools
- Conduct outbound calling campaigns to follow up on leads, renewals, and new business opportunities
- Deliver exceptional customer support by resolving inquiries, addressing concerns, and offering clear guidance on policy options
- Maintain organized client files and records while ensuring compliance with company policies and procedures
- Use strong communication skills to explain complex insurance terms in a clear, professional manner
- Collaborate with team members to improve client communication strategies and enhance overall service delivery
Skills
- Proven experience in sales, customer support, or client services within a similar environment
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and general computer skills for data entry and analysis
- Excellent phone etiquette with strong verbal communication skills
- Demonstrated organizational skills with the ability to manage multiple client accounts efficiently
- Strong problem-solving skills focused on delivering exceptional customer service experiences
- Ability to handle transactions accurately when necessary; attention to detail is essential
- Technical proficiency in using CRM systems or other client management software is a plus
Join us as an Account Executive and become part of a vibrant team committed to making a difference through outstanding service. Bring your enthusiasm, communication prowess, and organizational talent to help us grow while advancing your career!
Pay: $59,862.00 - $81,528.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- On-the-job training
- Paid time off
- Work from home
Work Location: Hybrid remote in Rumson, NJ 07760
