Insurance Account Rep: Growth, Benefits & Flexible Schedule

Leisha Willis; Los Angeles (CA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Leisha Willis Insurance and Financial Services Inc. is seeking an Account Representative to grow customer relationships and proactively market essential insurance and financial products.

You will act as a liaison between customer needs and agency departments, helping to improve lives through tailored solutions. Responsibilities include developing leads, scheduling meetings, and providing prompt, accurate service while building trust with clients.

Qualifications

• Experience in sales roles preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication skills and active listening.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationship management

Marketing to customers

Communication skills

Customer service oriented

Anticipate customer needs

Relating to customers

Job description

Leisha Willis Insurance and Financial Services Inc. is seeking an Account Representative to grow customer relationships and proactively market essential insurance and financial products.

You will act as a liaison between customer needs and agency departments, helping to improve lives through tailored solutions. Responsibilities include developing leads, scheduling meetings, and providing prompt, accurate service while building trust with clients.