Brokerage Account Associate jobs in United States
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COUNTRY Financial® · 2 days ago

Brokerage Account Associate

COUNTRY Financial is a company dedicated to enriching lives in the communities they serve. The Brokerage Account Associate will work closely with financial representatives and third-party vendors to provide essential support in identifying insurance solutions and servicing existing policies.

Insurance

Responsibilities

Locates and assesses suitable insurance carriers after understanding the overall goals in conjunction with the degree of risk involved and availability of insurance outlets
Answers technical questions and resolves issues involving a degree of complexity and research
Interprets and communicates brokerage options, assisting in matching needs with the appropriate carrier solutions throughout our company footprint

Qualification

Property & Casualty licenseCustomer service experiencePhone etiquetteAdaptabilityCommunication skills

Required

Typically requires 1+ years of relevant experience
Must obtain a Property & Casualty insurance license within the first 6 months of hire
Prior experience in customer service and strong phone etiquette skills
Ability to adapt quickly to changing agent needs and priorities
Exceptional communication skills, including empathy, patience, and quick thinking

Benefits

Insurance benefits (medical, dental, vision, disability, and life)
401(k) with company match

Company

COUNTRY Financial®

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COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.

Funding

Current Stage
Late Stage

Leadership Team

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Jim Jacobs
Chief Executive Officer
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Christopher B.
Vice President - Chief Technology & Security Officer (CTO/CSO)
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Company data provided by crunchbase