What are the responsibilities and job description for the Insurance Account Executive position at Insurance Centers, Inc.?
JOB TITLE: Insurance Account Executive
REPORTS TO (Position): Team Leader
EXEMPTION STATUS: Non-Exempt
JOB SUMMARY AND EXPECTATIONS
Account Executives handle all facets of sales and service for insurance clients. All training, education, testing, and exam fees are provided by Insurance Centers, Inc. We are looking for long-term employees who want a career- not just a job. Join us today!
MINIMUM QUALIFICATIONS
- Education: High School Diploma required.
- License: Property & Casualty Insurance License preferred.
- Experience: 2-3 years of insurance experience preferred.
- Excellent customer service skills required to be able to initiate, establish, and nurture meaningful business relationships through electronic, telephonic, and face-to-face communications.
- Excellent written and verbal communications. Exceptional telephonic customer service skills.
- Possess a positive demeanor and attitude to perform successfully in a highly active, team setting.
- Demonstrated ability to manage multiple competing priorities and time management skills.
- Demonstrated proficiency with computer systems, including, but not limited to Microsoft Office, and agency management systems.
PHYSICAL REQUIREMENTS & ENVIRONMENTAL CONDITIONS
Light Work: Frequent lifting and/or carrying of objects weighing up to 10 lbs. with a maximum lifting of 25 lbs.
JOB SPECIFIC FUNCTIONAL SKILLS
- Present information to new and existing clients about coverage opportunities and service expectations based on products offered.
- Educate new and existing customers on their insurance needs and concerns – cross-selling products and services as appropriate.
- Service existing clients and advise on all their insurance needs.
- Provide information to underwriting in order to facilitate carrier quotation.
- Maintain documentation to adhere to carrier binding requirements and procedures.
- Work with the Team Leader, Commercial Lines Manager and Personal Lines Manager to ensure sales targets are achieved.
- Support clients by providing technical support, product education, and up-to-date information as needed.
- Attend and participate in ongoing education for industry knowledge.
Disclaimer
I understand that this document is intended to describe the general nature and level of work being performed. The statements in the documents are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
ADA DISCLAIMER:
This description does not state or imply that the duties listed above are the only duties to be performed by the position’s incumbent. Employees are required to follow job-related instructions and perform other job-related activities requested by their supervisors. All requirements are subject to possible modification in order to provide a reasonable accommodation to individuals with physical or mental disabilities as defined in the Americans with Disabilities Act. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves, the patients, or other employees.
Job Type: Full-time
Pay: $15.00 - $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $15 - $20