Client-Focused Insurance & Financial Services Associate

Bigmikeinsurance; McKinney (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

License Reimbursement

Salary Plus Commission

Simple IRA

Bonus based on performance

Health insurance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

An independent insurance agency in McKinney, TX is seeking an Account Associate to build customer relationships and assist with insurance marketing. Candidates should possess excellent communication skills, be detail-oriented, and proactive in problem solving. The role offers a competitive salary and various benefits such as health insurance and retirement plans. This is a full-time position with opportunities for growth and advancement.

Qualifications

• Interest in marketing products and services based on customer needs.
• Proactive in problem solving.
• Able to learn computer functions.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Excellent communication skills – written, verbal, and listening

Customer-focused

Detail oriented

Problem-solving

Teamwork

Job description

An independent insurance agency in McKinney, TX is seeking an Account Associate to build customer relationships and assist with insurance marketing. Candidates should possess excellent communication skills, be detail-oriented, and proactive in problem solving. The role offers a competitive salary and various benefits such as health insurance and retirement plans. This is a full-time position with opportunities for growth and advancement.