What are the responsibilities and job description for the Junior Account Executive position at Pruitt Agency?
Key Responsibilities:
Sales / Appointment Setting (Approx. 25 hours/week)
Proactively reach out to potential prospects via phone, email, and/or text. Identify qualified leads and generate interest in insurance and financial products. Schedule appointments for the agents and maintain a steady pipeline. Track outreach activity and follow up with prospects. Help support marketing campaigns and lead generation efforts.
Client Service / Administrative Support (Approx. 15 hours/week)
Assist with client policy changes, updates, and general service needs. Support agents with paperwork, application processing, and follow-ups. Maintain accurate client records and CRM data. Respond to client inquiries in a professional and timely manner. Help ensure a smooth and positive client experience.
Qualifications: Strong communication skills (phone and written). Comfortable initiating conversations and handling objections. Highly organized with strong attention to detail. Ability to multitask and manage time independently. Previous sales, customer service, or insurance experience preferred (but not required). Self-motivated and reliable in a contractor role.
What We Offer: Opportunity to gain experience in insurance and financial services. Performance-based incentives/bonuses. Potential for long-term growth or expanded role. Ideal Candidate-this position is perfect for someone who: Enjoys talking to people and setting appointments, is detail-oriented and dependable, is interested in learning the insurance industry, and thrives in a goal-oriented environment
Pay: From $45,000.00 per year
Benefits:
- Paid training
- Referral program
Work Location: In person
Salary : $45,000