Account Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Actively generate and follow up on leads to foster new business opportunities.

• Achieve and surpass sales goals by successfully closing policies across various insurance lines.

• Assess customer needs and deliver customized insurance solutions.

• Perform policy reviews and suggest necessary coverage modifications.

• Assist with renewals, cross-selling, and upselling to enhance customer retention.

• Keep precise records of sales activities and customer engagements.

• Promote insurance products and industry solutions effectively.

• Transform opportunities into lasting customer relationships.

⛳️ Requirements

• Previous experience in insurance is strongly preferred.

• Must possess current insurance licenses (Property/Casualty and Life/Health).

• Proven sales and negotiation skills with a successful track record.

• Capability to build rapport and establish enduring client relationships.

• Self-driven, goal-oriented, and enthusiastic about growth in a sales-focused environment.

• Experience as a Sales Producer is a plus.

• Proficiency in prospecting, lead generation, closing policies, conducting policy reviews, and supporting renewals, cross-selling, and upselling.

🏝️ Benefits

• Simple IRA.

• Opportunities for career advancement.

• Paid time off (15 days of PTO).

• Training and development programs.

• Performance-based bonuses.

• Competitive salary.

• Flexible work schedule.

• Complimentary snacks.

• Family-friendly flexibility.

• Emphasis on work-life balance.

• Office closes at 3:00 PM on Fridays.

• Team-building events, outings, and major holiday celebrations.