Regency Insurance Group a Hilb Group Company · 1 month ago
Licensed Insurance Account Executive
United States
Full-time
Remote
Entry, Mid Level
$50K/yr - $65K/yrRegency Insurance Group is a personal lines insurance agency based in sunny Florida, specializing in home, car, and flood insurance. They are seeking a Licensed Insurance Account Executive to service existing clients, make policy changes, and provide excellent customer service without the need for new client acquisition.
Financial ServicesInsurance
Responsibilities
Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
Tailor risk management strategies and client profiles to reflect each customer’s individual needs
Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
Stay abreast of market changes and rates
A good note-taker and problem-solver
Ability to learn new things
Comfortable using new software programs
Ability to answer 30-40 calls per day
Qualification
Required
High school diploma mandatory
Valid insurance license required or candidates must be willing to get licensed
Must have a Personal Lines Insurance Agent license
Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
Quiet home office
High-speed home internet connection
Be a responsible and reliable member of the team
Comfortable with taking a high volume of inbound calls
Complete our training and development courses
Completing tasks assigned in a fast-paced environment
Able to multitask
Manage multiple computer programs, including CRM and carrier websites
Comfortable being on the phone
Ability to learn new things quickly
Self-motivated
Preferred
Bachelor's degree preferred
Working knowledge of accounting and sales lead software is a plus
Positive attitude
Typing skills
Benefits
Holidays off and generous paid time off (PTO)
401(k) with matching
Excellent health insurance coverage for associates and their families
Opportunities for career growth and professional development
Company
Regency Insurance Group a Hilb Group Company
Regency Insurance Group, provides home, auto, condo, flood, renters, and business insurance for residents of Texas and Florida.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kagen Cooksley
Co-Founder
Company data provided by crunchbase