[Remote] Licensed Insurance Account Executive

Note: The job is a remote job and is open to candidates in USA. Regency 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.

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

Skills

• 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
• 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 Overview