Job Description
Benefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Company Overview:
We are a forward-thinking insurance agency dedicated to providing exceptional service and customized solutions to meet our clients' needs. Our team thrives in a collaborative, supportive environment that encourages professional growth and celebrates success. Were looking for a driven and client-focused professional to join us as an Account Associate.
Position Overview:
As an Account Associate, you will focus on nurturing relationships with our existing clients, ensuring their insurance needs are met while identifying opportunities to enhance their coverage. Youll also support the agencys growth by pivoting current relationships into additional sales, making you a critical link between customer satisfaction and business success.
What Youll Do:
Maintain and strengthen relationships with current clients through regular communication and exceptional service.
Conduct policy reviews to identify gaps in coverage and recommend additional products that align with client needs.
Respond promptly to client inquiries and requests, ensuring a seamless customer experience.
Work collaboratively with the sales team to identify opportunities for referrals and cross-selling.
Keep detailed and accurate records of client interactions, ensuring compliance with agency standards.What Were Looking For:
Outstanding communication and interpersonal skills.
A client-focused mindset with a natural ability to build trust and rapport.
Strong organizational skills and attention to detail.
A proactive approach to identifying opportunities for growth within existing accounts.
Previous experience in insurance, sales, or customer service is a plus.Why Join Us?
A supportive and collaborative work environment that values your contributions.
Competitive compensation with opportunities for performance-based rewards.
Ongoing professional development and career growth opportunities.
Full-time
Hybrid remote