Insurance Account Specialist

Job Description

Primary role is to provide risk management solutions utilizing relationship building & consultative selling techniques.

• Meet or exceed individual sales activity & production goals.
• Interview prospective clients to obtain information about their financial resources and needs, the physical condition of the person or property to be insured and to discuss any existing coverage.
• Analyze and explain features, advantages, and disadvantages of various policies.
• Problem solve, communicate and make recommendations that are in the best interest of the client.
• Provide the highest degree of service and take ownership for each relationship.
• Regularly required to reach with hands and arms, talk or hear, stand, walk and sit for long periods of time.
• Working conditions are normal for an office environment and include operating a motor vehicle in a safe manner while attending meetings and events as required.
• Check to ensure appropriate changes were made to resolve customer needs and exceed expectations.
• Communicate professionally at all levels and work independently as needed.
• Excellent verbal and communication skills on all levels.
• Able to read, comprehend information and ideas and convey information effectively.
• Perform administrative tasks such as maintaining records and handling policy renewals.
• Pass pre‑employment screening and background checks.

• Property & Casualty License required.
• High School diploma or equivalent preferred.
• Must have the ability to actively look for ways to help each client and demonstrate our core values of proving a true, concierge client experience.
• Ability to manage one’s own time effectively including a healthy work/life balance.
• Making decisions and solving problems including educating and guiding prospects through a process to find the ideal outcome.
• Ability to handle stressful situations with skill, professionalism and empathy.
• Responsibility, stability, and enjoyment of challenges that can be deeply rewarding.
• High attention to detail and thoroughness in completing policy requirements including any necessary medical examinations and the completion of appropriate forms on time.
• Positive team member, respectful and pleasant with others.
• Enthusiastic with a forward‑looking perspective and attitude.
• Must be proficient with computer, Microsoft Office and various software.