The Insurance Account Representative will be responsible for acquiring new customers and managing a large portfolio of over 200 clients, primarily handling Life Insurance and Property and Casualty products. This role focuses on remote communication using a proprietary CRM system to maintain strong client relations and support sales initiatives.
Responsibilities
Acquire new customers to expand the client portfolioManage and maintain relationships with over 200 existing insurance clientsHandle Life Insurance and Property and Casualty insurance productsUtilize proprietary CRM software for account management and client communicationsConduct remote client interactions without the need for field visits
Preferred Qualifications
1+ years in insurance account managementHigh School Diploma or equivalentInsurance LicenseStrong knowledge of insurance productsExperience in sales roles, preferably within insurance Read Less