Licensed Insurance Account Executive

Regency Insurance Group; United States; Remote; USD 50,000 - 65,000; Full time

Job summary

Join a leading insurance group as a Licensed Insurance Account Executive, working from home in a dynamic environment. Focus on servicing existing clients without cold calling or sales pressure. Enjoy comprehensive training, a supportive team, and excellent benefits including health insurance and a 401(k) plan.

Benefits

Holidays Off

Generous Paid Time Off (PTO)

401(k) with Matching

Excellent Health Insurance Coverage

Opportunities for Career Growth

Qualifications

• Valid Personal Lines Insurance Agent license required.
• Excellent analytical, interpersonal, and communication skills necessary.
• Willingness to learn about insurance industry regulations.

Responsibilities

• Ensure accurate records of bookkeeping and client reports.
• Tailor risk management strategies to individual customer needs.
• Evaluate client needs and present insurance plan options.

Skills

Analytical Skills

Interpersonal Skills

Communication Skills

Customer Service Skills

Problem-Solving

Typing Skills

Education

High School Diploma

Bachelor’s Degree

Tools

CRM Software

Accounting Software

Insurance Software

Job description

Licensed Insurance Account Executive Dreaming of working from home? Look no further! This position offers a dynamic and fast-paced remote work environment, allowing you to achieve that dream. The ideal candidate will already possess a personal lines insurance agent license and reside in the USA. Additionally, a quiet workspace with a high-speed internet connection is essential, and we provide the necessary tools, including a computer, to ensure your success in this role. What sets this role apart, according to our existing account executive team, is the exclusive focus on servicing existing clients and addressing their policy-related inquiries. While phone communication is a key aspect of the position, you won't be tasked with bringing in new clients, cold calling, or engaging in sales activities. Your primary responsibilities will involve making policy changes, offering recommendations, and providing top-notch service to our valued clients. Given the remote nature of the role, a comfort level with computers and insurance software is crucial. We utilize cutting-edge web-based software, offering a range of programs designed to empower you as an agent. If you're unfamiliar with Florida's intricate insurance market, worry not – comprehensive training will be provided to familiarize you with the latest products and industry nuances. Join us and embrace the opportunity to thrive in a work-from-home setting with the support of advanced tools and training programs. Benefits: • Holidays off and generous paid time off (PTO). • 401(k) with matching. • Excellent health insurance coverage for associates and their families. • Opportunities for career growth and professional development. Responsibilities: • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals • Tailor risk management strategies and client profiles to reflect each customer’s individual needs • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients • Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances • Stay abreast of market changes and rates • A good note-taker and problem-solver • Ability to learn new things • Comfortable using new software programs • Ability to answer 30-40 calls per day Qualifications: • Bachelor’s degree preferred; high school diploma mandatory • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful • Valid insurance license required or candidates must be willing to get licensed • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders • Working knowledge of accounting and sales lead software is a plus • Must have a Personal Lines Insurance Agent license • Positive attitude • Typing skills • Quiet home office • High-speed home internet connection • Be a responsible and reliable member of the team • Comfortable with taking a high volume of inbound calls • Complete our training and development courses • Completing tasks assigned in a fast-paced environment • Able to multitask • Manage multiple computer programs, including CRM and carrier websites • Comfortable being on the phone • Ability to learn new things quickly • Self-motivated Compensation: $50,000 - $65,000 yearly

• Stay abreast of market changes and rates • A good note-taker and problem-solver • Ability to learn new things • Comfortable using new software programs • Ability to answer 30-40 calls per day

Compensation:
$50,000-$65,000 per year