Insurance Account Advisor – Growth & Customer Experience

Randigalan; New Jersey; On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Paid time off

Group Life Insurance Benefits

Growth potential/Opportunity for advancement

Job summary

An independent insurance agency is seeking a motivated Account Representative to support the Agent Team. Responsibilities include educating customers on insurance options, developing leads, and meeting marketing goals. The ideal candidate should possess excellent communication skills, a detail-oriented approach, and the ability to achieve sales targets. This position offers significant growth potential and rewards.

Qualifications

• Successful track record of meeting sales goals/quotas preferred.
• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal and listening.
• People-oriented.
• Self-motivated.
• Detail oriented.
• Achieve mutually agreed upon marketing goals.
• Property and Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Job description

An independent insurance agency is seeking a motivated Account Representative to support the Agent Team. Responsibilities include educating customers on insurance options, developing leads, and meeting marketing goals. The ideal candidate should possess excellent communication skills, a detail-oriented approach, and the ability to achieve sales targets. This position offers significant growth potential and rewards.