What are the responsibilities and job description for the Insurance Account Executive position at Guttry Insurance Agency- Country Financial?
Overview
Join our dynamic team as an Insurance Account Executive, where you will play a vital role in driving insurance sales and building lasting client relationships. This energetic position offers the opportunity to leverage your sales expertise across various insurance products, including property and casualty insurance. You will be at the forefront of customer engagement, providing tailored insurance solutions that meet clients’ needs while ensuring compliance with industry regulations. If you thrive in a fast-paced environment and are passionate about helping clients protect what matters most, this is the perfect role for you!
Duties
- Manage inquiries via phone, email, or in person with professionalism and enthusiasm, ensuring timely and accurate responses.
- Maintain detailed records of client interactions.
- Quote new business for Property and Casualty insurance and collaborate with underwriters and other team members to ensure accurate policy issuance and compliance with company standards.
- Schedule and conduct appointments with clients and prospects.
- Assist with marketing campaigns and appointment set‑up calls.
- Service client accounts including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claims submissions and billing clarification.
- Support representatives by managing schedules, prioritizing work, and preparing appointments.
- Identify cross‑sell opportunities.
- Perform general office duties and other duties as assigned.
Requirements
- Obtain Nevada Property & Casualty Insurance License within 60 days of hire.
- 2 years of customer service experience.
- 2 years sales experience
- Strong computer skills, including Microsoft Outlook & Teams.
- High school diploma or equivalent.
- Must be able to pass a background check.
Preferred Skills
- Strong customer service skills with a friendly, approachable demeanor
- Excellent time management skills to handle multiple tasks efficiently in a fast-paced environment
- Background in hospitality, customer service or sales settings is desirable.
- Knowledge of phone etiquette and professional communication standards
- Excellent written, verbal, and telephone communication skills.
- Strong attention to detail and organizational abilities.
- Bilingual skills are a plus.
Note: This position requires an individual with a professional office image who has strong organizational ability, who manages time and priorities well. Ability to be precise and accurate. Must communicate effectively, both verbally and in writing. Assertiveness with a tactful, direct approach is necessary. Possess the ability to exercise critical thinking, problem solving and judgment. Must work well independently and part of a team. Must maintain strict confidentiality at all times, both in and out of the workplace.
This role offers a vibrant environment where your proactive approach and dedication will directly impact clients’ financial security. We value energetic professionals eager to grow their careers while making a meaningful difference in people's lives!
Pay
$36,000 per year plus bonus available.
Schedule
Monday–Friday, 8:15 a.m.–5:15 p.m.
Benefits
- Paid holidays (ALL Federal holidays Good Friday) after 90 days.
- Paid time off: 6 days in the first year (90‑day wait).
- Life insurance after 6 months (must qualify).
- Retirement plan with 3% employer match, vested immediately.
- NO MEDICAL/DENTAL/VISION AVAILABLE.
Pay: From $36,000.00 per year
Benefits:
- 401(k)
- Paid time off
Experience:
- Sales/ Customer Service: 2 years (Required)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: In person
Salary : $36,000