Welcome to Tate Secrist - Farm Bureau, a trusted name in the world of insurance situated right in the heart of North Ogden, Utah. We are seeking a dynamic and enthusiastic Personal Lines Insurance Account Executive to join our passionate team, dedicated to providing top-notch insurance solutions and unparalleled customer service. In this role, you will be at the forefront of our client interactions, ensuring personalized care and attention to their individual insurance needs.
Our organization prides itself on fostering a positive and welcoming environment where every team member is valued and empowered to excel. As a Personal Lines Insurance Account Executive, you will play a critical role in managing and growing our personal lines accounts by building strong relationships and delivering tailored solutions. If you have a positive attitude, a passion for sales, and are eager to make a real impact in the lives of our valued clients, we invite you to apply and become a part of our thriving community.
Salary Range: $45,000.00 - $65,000.00 per year
Annual Base Salary + Commission
In-Office Training
Team Building Activities
Mentorship
Flexible Schedule
Mon-Fri Schedule
Dental Insurance
Career Growth Opportunities
Licensing: Must possess an active Utah Property & Casualty License.
Experience: Minimum 2 years of experience in personal lines insurance, with a focus on sales and account management.
Communication: Excellent interpersonal and communication skills, both verbal and written.
Customer Focus: Strong commitment to delivering top-notch customer service and the ability to build lasting client relationships.
Detail Orientation: Attention to detail and ability to work with precision in documentation and customer information.
Problem-Solving: Strong analytical skills to identify and address client needs and insurance solutions.
Teamwork: Ability to work collaboratively with a team to achieve business objectives.
Proactivity: Self-motivated with the ability to independently manage tasks and prioritize effectively.
Client Engagement: Establish and maintain relationships with clients, providing exemplary service and ensuring satisfaction.
Policy Advising: Consult with clients to understand their personal insurance needs, offering recommendations to best suit their profiles.
Account Management: Oversee and manage personal lines accounts, ensuring accuracy and timely updates to policies.
Claims Support: Assist clients in navigating the claims process, providing them with essential information and support.
Relationship Building: Develop long-term connections with clients to promote loyalty and retention within the organization.
Market Analysis: Stay informed about industry trends and competitor offerings to provide insightful advice.