Client Success & Insurance Advisor | Flexible Schedule

Angielewis; Crystal River (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training and professional development

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Job summary

A local insurance agency in Crystal River is seeking an Account Representative. In this role, you will focus on cultivating long-term client relationships, addressing customer needs, and driving sales for insurance products. The ideal candidate is personable, self-motivated, and comfortable engaging with diverse clients. You'll also have opportunities for professional growth, including training and development within a supportive team environment.

Qualifications

• Strong interpersonal and communication skills with a customer-centric mindset.
• Demonstrated ability to meet or exceed sales targets.
• Comfortable engaging in sales conversations and building rapport.

Responsibilities

• Develop long-term client relationships to increase retention.
• Conduct thorough policy reviews and provide recommendations.
• Address complex customer concerns with professionalism.
• Prospect new clients through networking and follow-ups.
• Manage leads provided by the agency to convert them.

Skills

Interpersonal skills

Communication skills

Sales skills

Organizational skills

Self-motivation

Tools

Agency management software

Job description

A local insurance agency in Crystal River is seeking an Account Representative. In this role, you will focus on cultivating long-term client relationships, addressing customer needs, and driving sales for insurance products. The ideal candidate is personable, self-motivated, and comfortable engaging with diverse clients. You'll also have opportunities for professional growth, including training and development within a supportive team environment.