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Wizehire · 1 week ago

Licensed Insurance Account Executive

United States

Full-time

Remote

Entry, Mid Level

$50K/yr - $65K/yr

Wizehire is a dynamic company offering remote work opportunities. They are seeking a Licensed Insurance Account Executive to service existing clients, handle policy-related inquiries, and provide exceptional customer service without the pressure of sales activities.

Human ResourcesInternetRecruiting

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

Personal Lines Insurance Agent licenseInsurance industry knowledgeAccounting software knowledgeCRM software proficiencyAnalytical skillsCustomer service skillsTyping skillsMultitaskComfortable on the phoneWillingness to learnInterpersonal skillsCommunication skillsProblem-solving skillsSelf-motivated