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Insurance Account Representative

Abbie Davis Tanner Agency, Inc.
Posted 2 months ago, valid for 23 days
Location

Denver, CO 80259, US

Salary

$55,000 - $80,000 per year

Contract type

Full Time

Health Insurance
Paid Time Off

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Sonic Summary

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  • The agency is seeking a motivated Insurance Account Representative to join their growing team, focusing on helping clients with their insurance needs.
  • Candidates should have at least 1 year of sales or customer service experience, with strong communication skills and a positive attitude.
  • The position offers a competitive salary along with benefits such as license reimbursement, 401(k) matching, and performance-based bonuses.
  • Responsibilities include developing client relationships, generating quotes, and providing exceptional customer service throughout the sales process.
  • The role provides training and support for both experienced professionals and those new to the insurance industry, with opportunities for career advancement.
Benefits:
  • License reimbursement
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
POSITION OVERVIEW:
Are you motivated by helping people, building relationships, and achieving personal and professional goals? Our agency is seeking a motivated Insurance Account Representative to join our growing team.
 
In this role, you'll connect with prospective clients, identify their insurance needs, and provide customized coverage solutions. Whether you're an experienced insurance professional or someone with strong sales skills looking to enter the industry, you'll receive training, support, and opportunities to build a rewarding career.

RESPONSIBILITIES:
  • Develop relationships with prospective and existing clients.
  • Identify customer needs and recommend appropriate insurance solutions.
  • Generate quotes and present coverage options.
  • Follow up on leads, referrals, and marketing opportunities.
  • Maintain accurate client records and documentation.
  • Provide outstanding customer service throughout the sales process.
  • Work collaboratively with team members to achieve agency growth goals.
QUALIFICATIONS:
  • Sales, customer service, or relationship-building experience preferred.
  • Strong communication and interpersonal skills.
  • Self-motivated with a positive attitude and strong work ethic.
  • Ability to build trust and establish long-term client relationships.
  • Driven by goals and energized by achieving measurable success.
  • Must be willing to obtain applicable insurance licensing.



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