Insurance Account Specialist

Job Description

Primary role is to provide risk management solutions utilizing relationship building & consultative selling techniques.

Responsibilities include, but are not limited to: • Meet or exceed individual sales activity & production goals. • Interview prospective clients to obtain information about their financial resources and needs, the physical condition of the person or property to be insured and to discuss any existing coverage. • Analyze and explain features, advantages, and disadvantages of various policies.

• Ability to problem solve, communicate and make recommendations that are in the best interest of the client. • Provide the highest degree of service and take ownership for each relationship. Essential Functions: • Regularly required to reach with hands and arms, talk or hear, stand, walk and sit for long periods of

time. • Working conditions are normal for an office environment and include operating a motor vehicle in a safe manner while attending meetings and events as required. • Check to ensure appropriate changes were made to resolve customer needs and exceed expectations. • Ability to communicate professionally at all levels and work independently as needed. • Excellent verbal and communication skills on all levels. • Able to read, comprehend information and ideas and convey information effectively • Perform administrative tasks such as maintaining records and handling policy renewals. • Pass pre-employment screening and background checks.

Requirements include: Property & Casualty License required. High School diploma or equivalent preferred.

• Must have the ability to actively look for ways to help each client and demonstrate our core values of proving a true, concierge client experience. • Ability to manage one’s own time effectively including a healthy work/life balance. • Making decisions and solving problems including educating and guiding prospects through a process to find the ideal outcome. • Ability to handle stressful situations with skill, professionalism and empathy. • To perform this job must be responsible, stable and enjoy challenges that can be deeply rewarding. • High attention to detail and thorough in completing policy requirements including any necessary medical examinations and the completion of appropriate forms on-time. • Positive Team member, respectful and pleasant with others. Enthusiastic with a forward-looking perspective and attitude. • Must be proficient with computer, Microsoft Office and various software