Looking for an exciting career opportunity? Our company is seeking a talented, results-driven, and dynamic individual to join our team as an Insurance Account Executive. We value hard work, collaboration, and innovation, and are looking for team members who share these values. If you are passionate about helping people protect their assets and are driven to succeed in a fast-paced sales environment, we want to hear from you! Apply now to join our team and embark on a rewarding career with our agency.

Salary Range: $40,000.00 - $55,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Health Insurance

Dental Insurance

Career Growth Opportunities

Mon-Fri Schedule

Flexible Schedule

Retirement Plan

Paid Time Off (PTO)

Hands on Training

• Proven track record of success in insurance sales, account management, or related field.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• Excellent communication skills, both verbal and written.
• Self-motivated with a proactive approach to sales and client relationship management.
• Ability to work independently as well as part of a team.
• Proficiency in using CRM software and other sales tools.
• Property & Causality Insurance license or willingness to obtain within 30 days.
• Life & Health Insurance license or willingness to obtain within 60 days.

• Work monthly Renewals and conduct thorough insurance policy reviews to understand clients' coverage needs to improve retention and sales.
• Educate clients on available insurance products and recommend suitable policies based on their needs and budget.
• Generate Cross-Sell opportunities through various services (Policy reviews, policy changes, etc. for existing clients).
• Generate Life Insurance opportunities with existing book of business.
• Provide exceptional customer service throughout the sales and service process, from initial inquiry to policy issuance. Cultivate and nurture client relationships to improve retention.
• Maintain accurate records of client interactions, policies, and transactions in our CRM system.
• Stay informed about industry trends, regulations, and product updates to effectively advise clients and stay ahead of the competition.
• Onboarding new clients and cross-selling Life Insurance.
• Meet or exceed sales targets and performance metrics set by the company.