Client Account Executive

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding Client Executive Team. We are currently seeking to fulfill a full-time or part-time position. Our Client Account Executives are responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

Retirement Plan with Match

Base Salary with Bonus Potential

Health, Vision, Dental & Life Insurance 

160 Hours of Vacation PTO.

60 Hours of Sick PTO.

20 Hours of Personal PTO. 

Paid Major Holidays

Career Development & Growth

Team Building Activities

Hands On Training

Responsibilities

• Process customer policy change requests.
• Document each customer contact in CRM systems.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Generating insurance quotes.
• Be outstanding at relationship building.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Schedule appointments for sales staff to meet prospective customers.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Requirements

• Property & Casualty license
• Life & Health License

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.

Salary : $13 - $26