Client Success & Insurance Advisor | Flexible Schedule

Angielewis; Ocala (FL); On-site; USD 35,000 - 50,000; 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 Ocala is seeking an Account Representative to manage client relationships and drive agency growth. The ideal candidate will excel in sales, possess strong communication skills, and be proactive in identifying insurance needs. Responsibilities include cultivating client relationships, conducting policy reviews, and marketing services. This position offers comprehensive training, a flexible schedule, and opportunities for advancement with a focus on community engagement.

Qualifications

• Comfortable engaging in sales conversations and building rapport with diverse clients.
• Self-motivated, organized, and able to work independently.
• Proficient with computer applications and willing to learn agency management software.

Responsibilities

• Develop and nurture long-term client relationships to increase retention.
• Conduct thorough policy reviews and provide tailored recommendations.
• Address and resolve complex customer concerns with professionalism.
• Utilize knowledge of insurance products to recommend policies.
• Prospect new clients through various channels.
• Represent the agency at community events.
• Collaborate with team members to achieve sales goals.
• Participate in ongoing training to enhance sales skills.

Skills

Strong interpersonal and communication skills

Sales-driven mindset

Ability to build rapport

Self-motivated and organized

Job description

A local insurance agency in Ocala is seeking an Account Representative to manage client relationships and drive agency growth. The ideal candidate will excel in sales, possess strong communication skills, and be proactive in identifying insurance needs. Responsibilities include cultivating client relationships, conducting policy reviews, and marketing services. This position offers comprehensive training, a flexible schedule, and opportunities for advancement with a focus on community engagement.