Insurance Account Rep PTO

Benefits:

• Paid Volunteer Time
• Professional Development
• Community Involvement
• Monthly Team Bonus
• License fees reimbursed
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching

ROLE DESCRIPTION:
As an Insurance Account Representative for Heather Ladd Insurance Agency, Inc., you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Able to meet mutually agreed upon marketing and sales goals
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.
• Obtain Property, Casualty, Life and Health Insurance Licenses for the state of Washington