Insurance Client Advisor

Peterweidinger

Town of Florida (NY)

On-site

USD 45,000 - 65,000

Full time

14 days+
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Benefits offered by this job

Salary + Commissions
Training & Development
401(k)
401(k) Matching
Advancement Opportunities
Paid Time Off

Job summary

Peter Weidinger Insurance Agency in New York seeks an Insurance Account Representative to grow our agency through meaningful customer relations and to act as a liaison between client needs and internal departments.

You will provide information about insurance products, assist with policy applications and renewals, handle inquiries, and maintain accurate records of customer interactions. This sociable, sales-minded role offers training, advancement, and a path to grow with the community.

Qualifications

  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.

Responsibilities

  • Provide information about insurance products and services.
  • Assist customers with policy applications and renewals.
  • Handle customer inquiries and provide timely responses.
  • Maintain accurate records of customer interactions.

Skills

Communication
Interpersonal skills
Multitasking
Sales experience

Job description

Peter Weidinger Insurance Agency in New York seeks an Insurance Account Representative to grow our agency through meaningful customer relations and to act as a liaison between client needs and internal departments.

You will provide information about insurance products, assist with policy applications and renewals, handle inquiries, and maintain accurate records of customer interactions. This sociable, sales-minded role offers training, advancement, and a path to grow with the community.

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