Senior Client Account Executive managing client relationships and service plans for employee health and benefits. Collaborating with teams to deliver tailored insurance solutions.
AI
Hybrid Licensed Inside Sales Representative – Property and Casualty
Posted 2 months ago
About the role
- Licensed Inside Sales Representative quoting and selling insurance products. Primarily working from home with occasional in-person meetings in specified locations.
Responsibilities
- Quoting and selling insurance products to new and current customer.
- Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer.
- Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history.
- Explains coverage and payment options to the customer.
- Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing.
- Services existing customer policies as required including policy changes when customer service is not available.
- Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention.
- Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing.
Requirements
- Must CURRENTLY have an active Property and Casualty Producers License or a Personal Lines License.
- Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees.
- Familiar with Microsoft Office applications.
- Excellent written and verbal communication skills.
- Able to multi-task with speed and accuracy.
- Organizational and problem solving skills.
Benefits
- Access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health.
- Competitive 401(k) contribution.
- Pension plan.
- Annual incentive.
- 9 paid holidays.
- Paid time off program (23 days accrued annually for full-time employees).
- Student loan repayment program.
- Paid-family leave.
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