Client Success Pro: In-Book Sales & Service (Licensing)

Mikesawyer; Ellicott City (MD); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Paid training and licensing assistance

Opportunity for advancement

Paid time off

Job summary

A local insurance agency in Ellicott City is seeking an Account Associate to manage client accounts and enhance customer relationships. This role involves responding to inquiries, addressing service needs, and identifying in-book sales opportunities. Candidates should have excellent communication skills and be licensed or willing to obtain necessary insurance licenses. The position offers competitive pay, performance bonuses, and comprehensive training, fostering career development in a supportive environment.

Qualifications

• Experience in insurance, customer service, or sales preferred.
• Willingness to obtain licenses with agency support.

Responsibilities

• Respond to customer inquiries and provide assistance.
• Handle policy updates, renewals, and billing questions.
• Identify coverage gaps and present opportunities for upgrades.
• Keep client information up to date and ensure timely follow-ups.
• Work with colleagues for a seamless client experience.

Skills

Excellent communication and problem-solving skills

Service mindset

Organization and attention to detail

Prior experience in insurance or customer service

Education

Licensed in Property & Casualty and Life & Health

Job description

A local insurance agency in Ellicott City is seeking an Account Associate to manage client accounts and enhance customer relationships. This role involves responding to inquiries, addressing service needs, and identifying in-book sales opportunities. Candidates should have excellent communication skills and be licensed or willing to obtain necessary insurance licenses. The position offers competitive pay, performance bonuses, and comprehensive training, fostering career development in a supportive environment.